CPA 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 | $5.25M | Buy |
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|
2025
Q2 | $4.27M | Hold |
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|
2025
Q1 | $3.63M | Hold |
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|
2024
Q4 | $3.99M | Hold |
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|
2024
Q3 | $4.31M | Hold |
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|
2024
Q2 | $3.67M | Hold |
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|
2024
Q1 | $4.03M | Hold |
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|
2023
Q4 | $3.26M | Hold |
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|
2023
Q3 | $3.01M | Buy |
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|
2023
Q2 | $2.68M | Hold |
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|
2023
Q1 | $2.49M | Hold |
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|
2022
Q4 | $2.61M | Buy |
|