Dumont & Blake Investment Advisors’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 | $2.34M | Sell |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $3.29M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $987K | Buy |
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|
2023
Q2 | $888K | Buy |
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|
2023
Q1 | $822K | Sell |
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|
2022
Q4 | $868K | Sell |
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|
2022
Q3 | $595K | Buy |
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|
2022
Q2 | $645K | Buy |
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|
2022
Q1 | $797K | Buy |
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|
2021
Q4 | $735K | Buy |
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|
2021
Q3 | $681K | Buy |
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|
2021
Q2 | $763K | Sell |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $625K | Sell |
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|
2020
Q3 | $517K | Buy |
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|
2020
Q2 | $430K | Buy |
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|
2020
Q1 | $385K | Sell |
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|
2019
Q4 | $499K | Buy |
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|
2019
Q3 | $423K | Sell |
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|
2019
Q2 | $457K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $649K | Buy |
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|
2015
Q3 | $613K | Sell |
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|
2015
Q2 | $805K | Hold |
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|
2015
Q1 | $759K | Buy |
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|
2014
Q4 | $860K | Sell |
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|
2014
Q3 | $935K | Hold |
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|
2014
Q2 | $1.03M | Sell |
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|
2014
Q1 | $942K | Sell |
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|
2013
Q4 | $891K | Sell |
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|
2013
Q3 | $922K | Hold |
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|
2013
Q2 | $912K | Buy |
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