Charter Research & Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Hold |
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|
2025
Q1 | $1.47M | Hold |
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|
2024
Q4 | $1.61M | Hold |
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|
2024
Q3 | $1.74M | Hold |
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|
2024
Q2 | $1.48M | Hold |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.4M | Hold |
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|
2023
Q3 | $1.29M | Hold |
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|
2023
Q2 | $1.16M | Hold |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $815K | Hold |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $608K | Hold |
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|
2022
Q1 | $758K | Hold |
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|
2021
Q4 | $703K | Hold |
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|
2021
Q3 | $653K | Hold |
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|
2021
Q2 | $740K | Hold |
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|
2021
Q1 | $788K | Hold |
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|
2020
Q4 | $619K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $783K | Hold |
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|
2015
Q2 | $1.02M | Sell |
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|
2015
Q1 | $976K | Sell |
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|
2014
Q4 | $1.13M | Buy |
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