Cookson Peirce & Co’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$392K Sell
2025
Q1
$372K Sell
2024
Q4
$2.35M Buy
2024
Q3
$2.19M Buy
2024
Q2
$1.74M Sell
2024
Q1
$1.93M Buy
2023
Q4
$1.55M Buy
2023
Q3
$1.43M Buy
2023
Q2
$1.27M Sell
2023
Q1
$1.23M Buy
2022
Q3
Sell
2022
Q2
$754K Buy