Cornerstone Advisory’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 | $675K | Buy |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $620K | Buy |
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $654K | Buy |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $279K | Sell |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $226K | 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 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $252K | Buy |
|