Comprehensive Financial Consultants Institutional’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 | $667K | Sell |
|
|||||
|
2025
Q2 | $581K | Buy |
|
|||||
|
2025
Q1 | $489K | Sell |
|
|||||
|
2024
Q4 | $548K | Hold |
|
|||||
|
2024
Q3 | $591K | Hold |
|
|||||
|
2024
Q2 | $503K | Sell |
|
|||||
|
2024
Q1 | $603K | Buy |
|
|||||
|
2023
Q4 | $447K | Sell |
|
|||||
|
2023
Q3 | $414K | Buy |
|
|||||
|
2023
Q2 | $387K | Buy |
|
|||||
|
2023
Q1 | $343K | Buy |
|
|||||
|
2022
Q4 | $382K | Hold |
|
|||||
|
2022
Q3 | $270K | Hold |
|
|||||
|
2022
Q2 | $261K | Buy |
|
|||||
|
2022
Q1 | $321K | Hold |
|
|||||
|
2021
Q4 | $279K | Buy |
|