Congress 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
Q3 | $25.8M | Sell |
|
|||||
|
2025
Q2 | $21.1M | Sell |
|
|||||
|
2025
Q1 | $17.9M | Sell |
|
|||||
|
2024
Q4 | $20.2M | Buy |
|
|||||
|
2024
Q3 | $21.6M | Sell |
|
|||||
|
2024
Q2 | $18.7M | Buy |
|
|||||
|
2024
Q1 | $20.6M | Sell |
|
|||||
|
2023
Q4 | $17.1M | Sell |
|
|||||
|
2023
Q3 | $15.9M | Sell |
|
|||||
|
2023
Q2 | $14.5M | Sell |
|
|||||
|
2023
Q1 | $17M | Sell |
|
|||||
|
2022
Q4 | $128M | Sell |
|
|||||
|
2022
Q3 | $88.2M | Sell |
|
|||||
|
2022
Q2 | $99.1M | Buy |
|
|||||
|
2022
Q1 | $121M | Buy |
|
|||||
|
2021
Q4 | $109M | Sell |
|
|||||
|
2021
Q3 | $114M | Buy |
|
|||||
|
2021
Q2 | $118M | Buy |
|
|||||
|
2021
Q1 | $125M | Buy |
|
|||||
|
2020
Q4 | $93.4M | Buy |
|
|||||
|
2020
Q3 | $75M | Buy |
|
|||||
|
2020
Q2 | $336K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $206K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $205K | Sell |
|
|||||
|
2018
Q3 | $432K | Sell |
|
|||||
|
2018
Q2 | $414K | Sell |
|
|||||
|
2018
Q1 | $490K | Buy |
|
|||||
|
2017
Q4 | $486K | Hold |
|
|||||
|
2017
Q3 | $384K | Buy |
|
|||||
|
2017
Q2 | $324K | Buy |
|
|||||
|
2017
Q1 | $276K | Sell |
|
|||||
|
2016
Q4 | $289K | Sell |
|
|||||
|
2016
Q3 | $455K | Sell |
|
|||||
|
2016
Q2 | $654K | Sell |
|
|||||
|
2016
Q1 | $704K | Sell |
|
|||||
|
2015
Q4 | $2.78M | Sell |
|
|||||
|
2015
Q3 | $5.1M | Sell |
|
|||||
|
2015
Q2 | $6.71M | Buy |
|
|||||
|
2015
Q1 | $6.22M | Buy |
|
|||||
|
2014
Q4 | $6.75M | Buy |
|
|||||
|
2014
Q3 | $7.08M | Buy |
|
|||||
|
2014
Q2 | $7.67M | Buy |
|
|||||
|
2014
Q1 | $6.94M | Buy |
|
|||||
|
2013
Q4 | $5.73M | Sell |
|
|||||
|
2013
Q3 | $5.5M | Sell |
|
|||||
|
2013
Q2 | $6.24M | Buy |
|