CGN Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.59M | Sell |
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|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $2.33M | Sell |
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|
2024
Q3 | $2.86M | Buy |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.09M | Sell |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $364K | Sell |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $386K | Buy |
|