Concorde 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
Q1 | $272K | Buy |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $249K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $232K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $210K | Buy |
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|
2016
Q1 | $205K | Buy |
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