Coston McIsaac & Partners’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 | $118K | Buy |
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|
2025
Q1 | $99K | Sell |
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|
2024
Q4 | $111K | Sell |
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|
2024
Q3 | $131 | Buy |
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|
2024
Q2 | $110K | Buy |
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|
2024
Q1 | $113K | Sell |
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|
2023
Q4 | $96K | Buy |
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|
2023
Q3 | $84K | Buy |
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|
2023
Q2 | $23K | Hold |
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|
2023
Q1 | $21K | Buy |
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|
2022
Q4 | $22 | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $17K | Buy |
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