Disciplined Equity Management’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 | $1.33M | Hold |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $825K | Sell |
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|
2024
Q4 | $921K | Hold |
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|
2024
Q3 | $993K | Sell |
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|
2024
Q2 | $916K | Hold |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $831K | Hold |
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|
2023
Q3 | $767K | Hold |
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|
2023
Q2 | $691K | Sell |
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|
2023
Q1 | $652K | Buy |
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