Cottage Street 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
Q3 | $3.36M | Buy |
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|
2025
Q2 | $2.22M | Sell |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $2.1M | Buy |
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|
2024
Q3 | $2.25M | Sell |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $583K | Buy |
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|
2018
Q4 | $547K | Hold |
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|
2018
Q3 | $656K | Buy |
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|
2018
Q2 | $379K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $336K | Buy |
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