Coastwise Capital Group’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 | $557K | Buy |
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|
2025
Q2 | $445K | Sell |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $598K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $581K | Buy |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $508K | Buy |
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $281K | Buy |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $228K | Buy |
|