Costello Asset 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 | $425K | Hold |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $537K | Sell |
|
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.14M | Sell |
|
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|
2023
Q4 | $1.06M | Sell |
|
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.26M | Sell |
|
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.81M | Sell |
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|
2021
Q4 | $3.46M | Buy |
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|
2021
Q3 | $998K | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2019
Q3 | $1.75M | Sell |
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|
2019
Q2 | $2.19M | Sell |
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|
2019
Q1 | $2.22M | Sell |
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|
2018
Q4 | $2.33M | Buy |
|