D.L. Carlson Investment Group’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 | – | Sell |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.77M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.14M | Buy |
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|
2021
Q2 | $5.61M | Sell |
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|
2021
Q1 | $8.82M | Buy |
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|
2020
Q4 | $5.77M | Buy |
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|
2020
Q3 | $4.38M | Buy |
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|
2020
Q2 | $2.52M | Sell |
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|
2020
Q1 | $2.37M | Sell |
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|
2019
Q4 | $4.76M | Buy |
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|
2019
Q3 | $3.77M | Sell |
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|
2019
Q2 | $4.21M | Sell |
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|
2019
Q1 | $4.41M | Buy |
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|
2018
Q4 | $4.11M | Buy |
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