Coyle Financial Counsel’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 | $523K | Sell |
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|
2025
Q1 | $445K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $449K | Hold |
|
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $494K | Hold |
|
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $311K | Hold |
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|
2020
Q4 | $244K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $231K | Buy |
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|
2019
Q2 | $249K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Buy |
|