CVA Family Office’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 | $1.22M | Buy |
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|
2025
Q2 | $985K | Sell |
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|
2025
Q1 | $860K | Buy |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $928K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $852K | Sell |
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|
2023
Q3 | $825K | Buy |
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|
2023
Q2 | $692K | Buy |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $171K | Buy |
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|
2021
Q3 | $63K | Sell |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $129K | Buy |
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|
2020
Q4 | $62K | Sell |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $54K | Hold |
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|
2020
Q1 | $49K | Buy |
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