CX Institutional’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 | $12.4M | Sell |
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|
2025
Q2 | $12.8M | Buy |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $9.21M | Sell |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $918K | Buy |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $846K | Sell |
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|
2023
Q3 | $808K | Sell |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $676K | Buy |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | $185K | Sell |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $3.04M | Sell |
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|
2020
Q3 | $3.16M | Buy |
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|
2020
Q2 | $65K | Buy |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $458K | Buy |
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|
2019
Q3 | $14K | Sell |
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|
2019
Q2 | $18K | Sell |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $9K | Buy |
|