Childress Capital Advisors’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 | $1.35M | Buy |
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|
2025
Q2 | $754K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q3 | $398K | Buy |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $376K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $187K | Buy |
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