D'Orazio & Associates’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 | $393K | Buy |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $186K | Buy |
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|
2021
Q2 | $197K | Hold |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $165K | Buy |
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|
2020
Q3 | $119K | Hold |
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|
2020
Q2 | $101K | Hold |
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|
2020
Q1 | $93K | Hold |
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|
2019
Q4 | $118K | Sell |
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|
2019
Q3 | $104K | Hold |
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|
2019
Q2 | $112K | Buy |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $89K | Hold |
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|
2018
Q3 | $107K | Hold |
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|
2018
Q2 | $95K | Hold |
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|
2018
Q1 | $103K | Hold |
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|
2017
Q4 | $110K | Hold |
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|
2017
Q3 | $87K | Sell |
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|
2017
Q2 | $76K | Buy |
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|
2017
Q1 | $65K | Hold |
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|
2016
Q4 | $65K | Hold |
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|
2016
Q3 | $62K | Hold |
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|
2016
Q2 | $53K | Hold |
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|
2016
Q1 | $53K | Hold |
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|
2015
Q4 | $48K | Hold |
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|
2015
Q3 | $50K | Hold |
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|
2015
Q2 | $60K | Hold |
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|
2015
Q1 | $56K | Hold |
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|
2014
Q4 | $64K | Hold |
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|
2014
Q3 | $69K | Hold |
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|
2014
Q2 | $76K | Hold |
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|
2014
Q1 | $70K | Hold |
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|
2013
Q4 | $64K | Buy |
|