Claret Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
|
|||||
|
2025
Q1 | $223K | Sell |
|
|||||
|
2024
Q4 | $253K | Buy |
|
|||||
|
2024
Q3 | $272K | Buy |
|
|||||
|
2024
Q2 | $230K | Buy |
|
|||||
|
2024
Q1 | $239K | Sell |
|
|||||
|
2023
Q4 | $206K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $277K | Hold |
|
|||||
|
2021
Q1 | $295K | Sell |
|
|||||
|
2020
Q4 | $250K | Buy |
|
|||||
|
2020
Q3 | $203K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $223K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $202K | Buy |
|