Cooper/Haims Advisors’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 | $622K | Sell |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $568K | Buy |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $231K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $214K | Sell |
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|
2019
Q1 | $375K | Hold |
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|
2018
Q4 | $352K | Sell |
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|
2018
Q3 | $424K | Buy |
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|
2018
Q2 | $375K | Sell |
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|
2018
Q1 | $430K | Hold |
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|
2017
Q4 | $460K | Buy |
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