Duncker Streett & Co’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 | $196K | Buy |
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|
2025
Q2 | $149K | Buy |
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|
2025
Q1 | $126K | Sell |
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|
2024
Q4 | $139K | Buy |
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|
2024
Q3 | $139K | Buy |
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|
2024
Q2 | $118K | Sell |
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|
2024
Q1 | $148K | Buy |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $109K | Buy |
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|
2023
Q2 | $97.8K | Buy |
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|
2023
Q1 | $90.5K | Buy |
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|
2022
Q4 | $94.4K | Buy |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $62K | Hold |
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|
2022
Q1 | $77K | Hold |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $75K | Hold |
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|
2021
Q1 | $80K | Hold |
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|
2020
Q4 | $63K | Hold |
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|
2020
Q3 | $51K | Hold |
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|
2020
Q2 | $44K | Sell |
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|
2020
Q1 | $490K | Hold |
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|
2019
Q4 | $624K | Hold |
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|
2019
Q3 | $533K | Sell |
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|
2019
Q2 | $603K | Buy |
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|
2019
Q1 | $572K | Buy |
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|
2018
Q4 | $508K | Sell |
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|
2018
Q3 | $628K | Hold |
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|
2018
Q2 | $559K | Hold |
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|
2018
Q1 | $607K | Sell |
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|
2017
Q4 | $711K | Sell |
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|
2017
Q3 | $613K | Hold |
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|
2017
Q2 | $528K | Buy |
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|
2017
Q1 | $442K | Sell |
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|
2016
Q4 | $447K | Hold |
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|
2016
Q3 | $427K | Hold |
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|
2016
Q2 | $365K | Hold |
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|
2016
Q1 | $368K | Hold |
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|
2015
Q4 | $327K | Sell |
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|
2015
Q3 | $340K | Sell |
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|
2015
Q2 | $874K | Buy |
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|
2015
Q1 | $807K | Sell |
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|
2014
Q4 | $950K | Hold |
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|
2014
Q3 | $1.03M | Sell |
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|
2014
Q2 | $1.13M | Hold |
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|
2014
Q1 | $1.03M | Buy |
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|
2013
Q4 | $944K | Buy |
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|
2013
Q3 | $842K | Sell |
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|
2013
Q2 | $882K | Buy |
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