Close 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 | $759K | Sell |
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|
2025
Q1 | $653K | Sell |
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|
2024
Q4 | $799K | Hold |
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|
2024
Q3 | $861K | Sell |
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|
2024
Q2 | $756K | Hold |
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|
2024
Q1 | $831K | Sell |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $721K | Buy |
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|
2023
Q2 | $406K | Hold |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $185K | Buy |
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|
2022
Q3 | $103K | Buy |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $38K | Sell |
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|
2021
Q3 | $104K | Hold |
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|
2021
Q2 | $118K | Hold |
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|
2021
Q1 | $125K | Buy |
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