Chicago Partners 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
Q3 | $1.6M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $800K | Buy |
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|
2024
Q4 | $863K | Buy |
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|
2024
Q3 | $815K | Sell |
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|
2024
Q2 | $750K | Buy |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $420K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $310K | Buy |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $344K | Buy |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $201K | Buy |
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|
2018
Q2 | $195K | Buy |
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|
2018
Q1 | $211K | Buy |
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|
2017
Q4 | $214K | Buy |
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|
2017
Q3 | $170K | Buy |
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|
2017
Q2 | $118K | Buy |
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|
2017
Q1 | $61K | Buy |
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|
2016
Q4 | $51K | Buy |
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|
2016
Q3 | $49K | Buy |
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|
2016
Q2 | $42K | Buy |
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|
2016
Q1 | $42K | Buy |
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|
2015
Q4 | $37K | Buy |
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|
2015
Q3 | $36K | Buy |
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|
2015
Q2 | $37K | Buy |
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|
2015
Q1 | $35K | Sell |
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|
2014
Q4 | $40K | Buy |
|