Clearstead 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 | $50M | Buy |
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|
2025
Q2 | $38.6M | Sell |
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|
2025
Q1 | $35.9M | Buy |
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|
2024
Q4 | $39.2M | Sell |
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|
2024
Q3 | $43.2M | Sell |
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|
2024
Q2 | $36.8M | Buy |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $782K | Buy |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $679K | Buy |
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|
2021
Q4 | $417K | Buy |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $455K | Sell |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $294K | Buy |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | $140K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $208K | Buy |
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