Claro 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
Q2 | $209K | Sell |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $487K | Sell |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $539K | Buy |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Buy |
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|
2019
Q3 | $202K | Sell |
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|
2019
Q2 | $319K | Buy |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $309K | Buy |
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