DF Dent & 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
Q2
$402K Buy
2025
Q1
$251K Sell
2024
Q4
$376K Sell
2024
Q3
$408K Hold
2024
Q2
$348K Hold
2024
Q1
$383K Sell
2023
Q4
$371K Buy
2014
Q3
Sell
2014
Q2
$245K Buy