Chase Investment Counsel’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 | $451K | Buy |
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|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $331K | Hold |
|
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|
2024
Q3 | $357K | Hold |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $270K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.41M | Sell |
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|
2021
Q1 | $6.16M | Buy |
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|
2020
Q4 | $4.78M | Buy |
|