Doheny Asset 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
Q2 | $243K | Sell |
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|
2025
Q1 | $217K | Buy |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $207K | Buy |
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|
2024
Q1 | $204K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $436K | Hold |
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|
2019
Q4 | $436K | Sell |
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|
2019
Q3 | $461K | Buy |
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|
2019
Q2 | $486K | Buy |
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|
2019
Q1 | $318K | Buy |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $1.22M | Buy |
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|
2018
Q2 | $285K | Hold |
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|
2018
Q1 | $309K | Hold |
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|
2017
Q4 | $331K | Sell |
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|
2017
Q3 | $278K | Hold |
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|
2017
Q2 | $239K | Hold |
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|
2017
Q1 | $206K | Sell |
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|
2016
Q4 | $212K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $201K | Hold |
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|
2014
Q3 | $218K | Hold |
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|
2014
Q2 | $239K | Buy |
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|
2014
Q1 | $209K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $217K | Hold |
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|
2013
Q2 | $214K | Buy |
|