Choate Investment 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 | $5.25M | Buy |
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|
2025
Q2 | $4.01M | Buy |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.7M | Sell |
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|
2024
Q3 | $3.19M | Sell |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $3.2M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.01M | Hold |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $734K | Hold |
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|
2022
Q2 | $800K | Hold |
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|
2022
Q1 | $996K | Sell |
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|
2021
Q4 | $1.16M | Hold |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $673K | Sell |
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|
2020
Q4 | $651K | Buy |
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|
2020
Q3 | $529K | Hold |
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|
2020
Q2 | $448K | Sell |
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|
2020
Q1 | $417K | Buy |
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|
2019
Q4 | $431K | Hold |
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|
2019
Q3 | $369K | Buy |
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|
2019
Q2 | $391K | Sell |
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|
2019
Q1 | $396K | Buy |
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|
2018
Q4 | $327K | Sell |
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|
2018
Q3 | $458K | Buy |
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|
2018
Q2 | $353K | Sell |
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|
2018
Q1 | $402K | Buy |
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|
2017
Q4 | $383K | Hold |
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|
2017
Q3 | $303K | Buy |
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|
2017
Q2 | $260K | Sell |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $274K | Sell |
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|
2016
Q3 | $319K | Buy |
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|
2016
Q2 | $213K | Sell |
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|
2016
Q1 | $217K | Sell |
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|
2015
Q4 | $445K | Buy |
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|
2015
Q3 | $252K | Sell |
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|
2015
Q2 | $412K | Buy |
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|
2015
Q1 | $371K | Sell |
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|
2014
Q4 | $445K | Sell |
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|
2014
Q3 | $976K | Buy |
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|
2014
Q2 | $1.02M | Sell |
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|
2014
Q1 | $1.83M | Sell |
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|
2013
Q4 | $1.69M | Sell |
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|
2013
Q3 | $1.56M | Sell |
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|
2013
Q2 | $1.55M | Buy |
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