Crestwood Advisors 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
Q2 | $8.76M | Sell |
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|
2025
Q1 | $7.48M | Buy |
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|
2024
Q4 | $7.96M | Buy |
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|
2024
Q3 | $8.5M | Buy |
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|
2024
Q2 | $7.16M | Buy |
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|
2024
Q1 | $7.84M | Buy |
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|
2023
Q4 | $5.81M | Buy |
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|
2023
Q3 | $4.99M | Buy |
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|
2023
Q2 | $4.32M | Buy |
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|
2023
Q1 | $4.01M | Sell |
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|
2022
Q4 | $4.64M | Sell |
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $4.32M | Sell |
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q3 | $3.78M | Hold |
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|
2021
Q2 | $4.29M | Sell |
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|
2021
Q1 | $4.58M | Buy |
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|
2020
Q4 | $3.58M | Buy |
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|
2020
Q3 | $476K | Sell |
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|
2020
Q2 | $435K | Sell |
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|
2020
Q1 | $404K | Sell |
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|
2019
Q4 | $591K | Buy |
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|
2019
Q3 | $437K | Sell |
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|
2019
Q2 | $512K | Buy |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $351K | Hold |
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|
2018
Q3 | $421K | Sell |
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|
2018
Q2 | $650K | Sell |
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|
2018
Q1 | $784K | Sell |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $499K | Buy |
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|
2017
Q2 | $368K | Hold |
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|
2017
Q1 | $327K | Sell |
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|
2016
Q4 | $308K | Sell |
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|
2016
Q3 | $300K | Hold |
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|
2016
Q2 | $256K | Hold |
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|
2016
Q1 | $259K | Hold |
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|
2015
Q4 | $230K | Sell |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $293K | Hold |
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|
2015
Q1 | $276K | Sell |
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|
2014
Q4 | $389K | Sell |
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|
2014
Q3 | $429K | Sell |
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|
2014
Q2 | $486K | Sell |
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|
2014
Q1 | $555K | Hold |
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|
2013
Q4 | $507K | Hold |
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|
2013
Q3 | $466K | Sell |
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|
2013
Q2 | $523K | Buy |
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