Creative Financial Designs’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 | $4.25M | Buy |
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|
2025
Q1 | $3.6M | Sell |
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|
2024
Q4 | $4.22M | Buy |
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|
2024
Q3 | $4.39M | Sell |
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|
2024
Q2 | $3.76M | Buy |
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|
2024
Q1 | $4.04M | Sell |
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|
2023
Q4 | $4.35M | Buy |
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|
2023
Q3 | $3.98M | Sell |
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|
2023
Q2 | $3.6M | Sell |
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|
2023
Q1 | $3.41M | Sell |
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|
2022
Q4 | $5.22M | Sell |
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|
2022
Q3 | $4.11M | Buy |
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|
2022
Q2 | $4.45M | Buy |
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|
2022
Q1 | $5.41M | Sell |
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|
2021
Q4 | $5.38M | Buy |
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|
2021
Q3 | $986K | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $813K | Buy |
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|
2020
Q3 | $94K | Buy |
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|
2020
Q2 | $67K | Buy |
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|
2020
Q1 | $38K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $39K | Buy |
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|
2019
Q2 | $41K | Sell |
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|
2019
Q1 | $45K | Buy |
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|
2018
Q4 | $36K | Sell |
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|
2018
Q3 | $48K | Sell |
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|
2018
Q2 | $43K | Sell |
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|
2018
Q1 | $62K | Sell |
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|
2017
Q4 | $158K | Sell |
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|
2017
Q3 | $847K | Sell |
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|
2017
Q2 | $730K | Sell |
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|
2017
Q1 | $634K | Sell |
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|
2016
Q4 | $930K | Buy |
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