Crane Advisory’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
$413K Sell
2025
Q2
$360K Sell
2025
Q1
$298K Hold
2024
Q4
$369K Hold
2024
Q3
$393K Hold
2024
Q2
$333K Hold
2024
Q1
$375K Buy
2023
Q4
$273K Hold
2023
Q3
$256K Hold
2023
Q2
$231K Buy