Davidson Investment 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 | $504K | Buy |
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|
2025
Q1 | $395K | Hold |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $575K | Hold |
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|
2023
Q4 | $464K | Hold |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $399K | Hold |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $344K | Sell |
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|
2021
Q2 | $471K | Sell |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $449K | Hold |
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|
2020
Q3 | $368K | Hold |
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|
2020
Q2 | $312K | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $397K | Sell |
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|
2019
Q3 | $361K | Sell |
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|
2019
Q2 | $393K | Sell |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $413K | Sell |
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|
2018
Q3 | $498K | Buy |
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|
2018
Q2 | $426K | Sell |
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|
2018
Q1 | $511K | Sell |
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|
2017
Q4 | $562K | Sell |
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|
2017
Q3 | $457K | Buy |
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|
2017
Q2 | $351K | Sell |
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|
2017
Q1 | $315K | Buy |
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|
2016
Q4 | $306K | Buy |
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|
2016
Q3 | $284K | Sell |
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|
2016
Q2 | $245K | Sell |
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|
2016
Q1 | $5.1M | Buy |
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|
2015
Q4 | $4.31M | Buy |
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|
2015
Q3 | $4.08M | Sell |
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|
2015
Q2 | $5.87M | Buy |
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|
2015
Q1 | $5.48M | Sell |
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|
2014
Q4 | $6.36M | Sell |
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|
2014
Q3 | $13M | Buy |
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|
2014
Q2 | $7.54M | Sell |
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|
2014
Q1 | $7M | Sell |
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|
2013
Q4 | $6.47M | Sell |
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|
2013
Q3 | $6.06M | Buy |
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|
2013
Q2 | $5.96M | Buy |
|