Clear Creek Financial 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 | $480K | Sell |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $484K | Sell |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $425K | Buy |
|
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $740K | Buy |
|
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|
2022
Q4 | $774K | Buy |
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|
2022
Q3 | $521K | Buy |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | $332K | Buy |
|