Contravisory Investment 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 | $253K | Buy |
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|
2025
Q2 | $194K | Sell |
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|
2025
Q1 | $820K | Sell |
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|
2024
Q4 | $7.99M | Buy |
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|
2024
Q3 | $501K | Buy |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $418K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $272K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $89K | Hold |
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|
2018
Q1 | $96K | Buy |
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|
2017
Q4 | $95K | Sell |
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|
2017
Q3 | $75K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $8.17M | Sell |
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|
2014
Q3 | $9.13M | Sell |
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|
2014
Q2 | $10.7M | Buy |
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