Courier Capital’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 | $3.25M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $719K | Hold |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $913K | Sell |
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|
2022
Q3 | $630K | Buy |
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|
2022
Q2 | $681K | Buy |
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|
2022
Q1 | $849K | Hold |
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|
2021
Q4 | $788K | Sell |
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|
2021
Q3 | $760K | Buy |
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|
2021
Q2 | $861K | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $806K | Buy |
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|
2020
Q3 | $633K | Sell |
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|
2020
Q2 | $504K | Buy |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $581K | Buy |
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|
2019
Q3 | $467K | Buy |
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|
2019
Q2 | $510K | Sell |
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|
2019
Q1 | $527K | Sell |
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|
2018
Q4 | $727K | Sell |
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|
2018
Q3 | $884K | Buy |
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|
2018
Q2 | $677K | Buy |
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|
2018
Q1 | $681K | Buy |
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|
2017
Q4 | $498K | Hold |
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|
2017
Q3 | $394K | Sell |
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|
2017
Q2 | $347K | Buy |
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|
2017
Q1 | $299K | Buy |
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|
2016
Q4 | $276K | Buy |
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|
2016
Q3 | $242K | Hold |
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|
2016
Q2 | $206K | Sell |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $211K | Hold |
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|
2015
Q3 | $203K | Hold |
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|
2015
Q2 | $263K | Buy |
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|
2015
Q1 | $236K | Hold |
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|
2014
Q4 | $270K | Hold |
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|
2014
Q3 | $293K | Hold |
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|
2014
Q2 | $321K | Sell |
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|
2014
Q1 | $553K | Sell |
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|
2013
Q4 | $552K | Buy |
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|
2013
Q3 | $440K | Sell |
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|
2013
Q2 | $441K | Buy |
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