Crewe Advisors’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 | $761K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $570K | Buy |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $72K | Buy |
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|
2022
Q2 | $69K | Buy |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $15K | Sell |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $19K | Sell |
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|
2020
Q3 | $17K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3K | Sell |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $23K | Hold |
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|
2018
Q3 | $28K | Buy |
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