Chas P. Smith & Associates (CPS)’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 | $725K | Sell |
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|
2025
Q1 | $620K | Sell |
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|
2024
Q4 | $813K | Hold |
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|
2024
Q3 | $877K | Buy |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $413K | Hold |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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