Cooper Financial Group’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 | $2.18M | Buy |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $2.15M | Buy |
|
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.73M | Buy |
|
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.06M | Buy |
|
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|
2023
Q2 | $747K | Sell |
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|
2023
Q1 | $812K | Buy |
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|
2022
Q4 | $810K | Sell |
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|
2022
Q3 | $577K | Sell |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $432K | Sell |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $490K | Buy |
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|
2021
Q1 | $521K | Buy |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $295K | Buy |
|