DB Fitzpatrick & Co’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 | $42K | Hold |
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|
2025
Q2 | $34.2K | Hold |
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|
2025
Q1 | $29K | Hold |
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|
2024
Q4 | $31.9K | Hold |
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|
2024
Q3 | $34.4K | Hold |
|
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|
2024
Q2 | $29.3K | Hold |
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|
2024
Q1 | $32.2K | Hold |
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|
2023
Q4 | $26K | Hold |
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|
2023
Q3 | $24K | Hold |
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|
2023
Q2 | $21.7K | Hold |
|
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|
2023
Q1 | $20.1K | Sell |
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|
2022
Q4 | $40.2K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $42K | Buy |
|