Colonial River Investments’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 | $292K | Sell |
|
|||||
|
2025
Q1 | $244K | Buy |
|
|||||
|
2024
Q4 | $267K | Buy |
|
|||||
|
2024
Q3 | $287K | Sell |
|
|||||
|
2024
Q2 | $246K | Buy |
|
|||||
|
2024
Q1 | $269K | Sell |
|
|||||
|
2023
Q4 | $226K | Sell |
|
|||||
|
2023
Q3 | $274K | Sell |
|
|||||
|
2023
Q2 | $337K | Sell |
|
|||||
|
2023
Q1 | $315K | Sell |
|
|||||
|
2022
Q4 | $338K | Sell |
|
|||||
|
2022
Q3 | $252K | Sell |
|
|||||
|
2022
Q2 | $323K | Sell |
|
|||||
|
2022
Q1 | $445K | Buy |
|
|||||
|
2021
Q4 | $373K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $344K | Sell |
|
|||||
|
2021
Q1 | $367K | Sell |
|
|||||
|
2020
Q4 | $415 | Buy |
|