Concourse Financial Group Securities’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 | – | Sell |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $2.27M | Buy |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.97M | Buy |
|
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.37M | Sell |
|
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.29M | Sell |
|
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|
2022
Q4 | $1.4M | Buy |
|
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|
2022
Q3 | $876K | Sell |
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|
2022
Q2 | $968K | Buy |
|
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.45M | Buy |
|
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.54M | Buy |
|
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.28M | Buy |
|
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $893K | Sell |
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|
2020
Q1 | $824K | Buy |
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|
2019
Q4 | $943K | Buy |
|
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|
2019
Q3 | $245K | Sell |
|
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|
2019
Q2 | $825K | Sell |
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|
2019
Q1 | $921K | Sell |
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|
2018
Q4 | $1.04M | Buy |
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|
2018
Q3 | $538K | Buy |
|