Claris 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 | $1.07M | Hold |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $964K | Hold |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $988K | Buy |
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|
2024
Q2 | $810K | Buy |
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|
2024
Q1 | $883K | Buy |
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|
2023
Q4 | $685K | Hold |
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|
2023
Q3 | $632K | Hold |
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|
2023
Q2 | $570K | Hold |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $407K | Hold |
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|
2022
Q2 | $443K | Hold |
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|
2022
Q1 | $552K | Hold |
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|
2021
Q4 | $513K | Buy |
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