Coldstream Capital 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 | $10.7M | Buy |
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|
2025
Q1 | $8.37M | Sell |
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|
2024
Q4 | $9.42M | Buy |
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|
2024
Q3 | $10M | Buy |
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|
2024
Q2 | $8.34M | Buy |
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|
2024
Q1 | $8.07M | Buy |
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|
2023
Q4 | $3.43M | Sell |
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|
2023
Q3 | $3.21M | Buy |
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|
2023
Q2 | $2.8M | Sell |
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|
2023
Q1 | $2.87M | Buy |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q2 | $5.01M | Buy |
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|
2022
Q1 | $5.64M | Sell |
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|
2021
Q4 | $5.23M | Sell |
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|
2021
Q3 | $4.11M | Buy |
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|
2021
Q2 | $4.71M | Sell |
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|
2021
Q1 | $5.05M | Sell |
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|
2020
Q4 | $4.49M | Sell |
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|
2020
Q3 | $3.93M | Sell |
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|
2020
Q2 | $3.41M | Buy |
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|
2020
Q1 | $2.9M | Buy |
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|
2019
Q4 | $3.46M | Buy |
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|
2019
Q3 | $2.93M | Sell |
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|
2019
Q2 | $3.18M | Sell |
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|
2019
Q1 | $3.18M | Sell |
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|
2018
Q4 | $3.08M | Buy |
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|
2018
Q3 | $3.51M | Buy |
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|
2018
Q2 | $2.91M | Buy |
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|
2018
Q1 | $3.15M | Sell |
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|
2017
Q4 | $3.51M | Buy |
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|
2017
Q3 | $2.69M | Buy |
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|
2017
Q2 | $441K | Buy |
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|
2017
Q1 | $352K | Buy |
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|
2016
Q4 | $240K | Buy |
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|
2016
Q3 | $222K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $282K | Sell |
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|
2015
Q4 | $295K | Sell |
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|
2015
Q3 | $318K | Buy |
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|
2015
Q2 | $410K | Buy |
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|
2015
Q1 | $253K | Buy |
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|
2014
Q4 | $253K | Sell |
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|
2014
Q3 | $292K | Buy |
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|
2014
Q2 | $319K | Buy |
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