Curi RMB Capital’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 | $4.6M | Buy |
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|
2025
Q2 | $3.61M | Buy |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $852K | Sell |
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|
2022
Q4 | $998K | Sell |
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|
2022
Q3 | $699K | Buy |
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|
2022
Q2 | $743K | Sell |
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|
2022
Q1 | $927K | Sell |
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|
2021
Q4 | $862K | Hold |
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|
2021
Q3 | $800K | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $752K | Buy |
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|
2020
Q3 | $614K | Buy |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $992K | Buy |
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|
2018
Q4 | $910K | Buy |
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|
2018
Q3 | $999K | Buy |
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|
2018
Q2 | $878K | Sell |
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|
2018
Q1 | $967K | Sell |
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|
2017
Q4 | $1.9M | Sell |
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|
2017
Q3 | $1.59M | Buy |
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|
2017
Q2 | $1.32M | Buy |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $226K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $282K | Buy |
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|
2015
Q4 | $224K | Hold |
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|
2015
Q3 | $215K | Sell |
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|
2015
Q2 | $280K | Hold |
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|
2015
Q1 | $265K | Sell |
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|
2014
Q4 | $331K | Hold |
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|
2014
Q3 | $358K | Sell |
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|
2014
Q2 | $436K | Sell |
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|
2014
Q1 | $654K | Buy |
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|
2013
Q4 | $560K | Buy |
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|
2013
Q3 | $320K | Buy |
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|
2013
Q2 | $294K | Buy |
|