Donoghue Forlines’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.43M Buy
2024
Q4
Sell
2024
Q3
$1.36M Buy
2024
Q2
$607K Sell
2024
Q1
$1.55M Sell
2023
Q4
$1.48M Buy
2023
Q3
$1.29M Sell
2023
Q2
$1.24M Buy
2023
Q1
$445K Buy
2022
Q2
Sell
2022
Q1
$1.29M Buy
2021
Q4
$1.1M Buy
2017
Q4
Sell
2017
Q3
$17.1M Sell
2017
Q2
$16M Buy