Chesley Taft & Associates’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 | $514K | Sell |
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|
2025
Q2 | $422K | Hold |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $499K | Hold |
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|
2023
Q4 | $403K | Hold |
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|
2023
Q3 | $372K | Hold |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $375K | Hold |
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|
2020
Q1 | $344K | Sell |
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|
2019
Q4 | $447K | Buy |
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|
2019
Q3 | $382K | Buy |
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|
2019
Q2 | $406K | Hold |
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|
2019
Q1 | $404K | Hold |
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|
2018
Q4 | $379K | Sell |
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|
2018
Q3 | $487K | Buy |
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|
2018
Q2 | $379K | Sell |
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|
2018
Q1 | $614K | Buy |
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|
2017
Q4 | $654K | Sell |
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|
2017
Q3 | $598K | Buy |
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|
2017
Q2 | $444K | Buy |
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|
2017
Q1 | $297K | Sell |
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|
2016
Q4 | $306K | Hold |
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|
2016
Q3 | $293K | Hold |
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|
2016
Q2 | $250K | Hold |
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|
2016
Q1 | $253K | Sell |
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|
2015
Q4 | $238K | Sell |
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|
2015
Q3 | $527K | Sell |
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|
2015
Q2 | $688K | Buy |
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|
2015
Q1 | $646K | Sell |
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|
2014
Q4 | $754K | Buy |
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|
2014
Q3 | $806K | Hold |
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|
2014
Q2 | $884K | Hold |
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|
2014
Q1 | $808K | Hold |
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|
2013
Q4 | $739K | Buy |
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|
2013
Q3 | $673K | Hold |
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|
2013
Q2 | $665K | Buy |
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