Cumberland 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
Q2 | $3.71M | Sell |
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|
2025
Q1 | $3.15M | Sell |
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|
2024
Q4 | $3.57M | Hold |
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|
2024
Q3 | $3.85M | Hold |
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|
2024
Q2 | $3.28M | Hold |
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|
2024
Q1 | $3.61M | Hold |
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|
2023
Q4 | $2.91M | Hold |
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|
2023
Q3 | $2.69M | Hold |
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|
2023
Q2 | $2.42M | Hold |
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|
2023
Q1 | $2.25M | Hold |
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|
2022
Q4 | $2.36M | Hold |
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|
2022
Q3 | $1.62M | Hold |
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|
2022
Q2 | $1.76M | Hold |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $1.97M | Hold |
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|
2021
Q3 | $1.83M | Hold |
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|
2021
Q2 | $2.08M | Sell |
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|
2021
Q1 | $2.25M | Sell |
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|
2020
Q4 | $1.81M | Buy |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $448K | Hold |
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|
2019
Q2 | $484K | Hold |
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|
2019
Q1 | $481K | Hold |
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|
2018
Q4 | $451K | Buy |
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