Creegan & Nassoura Financial Group’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 | $1.8M | Hold |
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|
2025
Q2 | $1.47M | Hold |
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|
2025
Q1 | $1.25M | Hold |
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|
2024
Q4 | $1.37M | Hold |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.3M | Hold |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $971K | Sell |
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|
2023
Q1 | $920K | Hold |
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|
2022
Q4 | $963K | Hold |
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|
2022
Q3 | $660K | Hold |
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|
2022
Q2 | $719K | Sell |
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|
2022
Q1 | $908K | Hold |
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|
2021
Q4 | $842K | Hold |
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|
2021
Q3 | $782K | Hold |
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|
2021
Q2 | $887K | Sell |
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|
2021
Q1 | $968K | Sell |
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|
2020
Q4 | $774K | Hold |
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|
2020
Q3 | $634K | Sell |
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|
2020
Q2 | $557K | Sell |
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|
2020
Q1 | $531K | Hold |
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|
2019
Q4 | $676K | Buy |
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