Dynamic Advisor Solutions’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 | $11.4M | Buy |
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|
2025
Q2 | $9.2M | Sell |
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|
2025
Q1 | $7.87M | Buy |
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|
2024
Q4 | $8.53M | Sell |
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|
2024
Q3 | $9.29M | Buy |
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|
2024
Q2 | $7.89M | Sell |
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|
2024
Q1 | $8.71M | Buy |
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|
2023
Q4 | $6.67M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $929K | Sell |
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|
2023
Q1 | $962K | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $891K | Buy |
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|
2022
Q2 | $929K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $874K | Buy |
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|
2021
Q3 | $786K | Buy |
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|
2021
Q2 | $784K | Buy |
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|
2021
Q1 | $746K | Sell |
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|
2020
Q4 | $657K | Buy |
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|
2020
Q3 | $352K | Buy |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $485K | Sell |
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|
2019
Q3 | $437K | Buy |
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|
2019
Q2 | $449K | Buy |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $258K | Buy |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $232K | Buy |
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|
2018
Q1 | $251K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $629K | Sell |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $490K | Sell |
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|
2016
Q1 | $592K | Buy |
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|
2015
Q4 | $485K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.64M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $456K | Sell |
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|
2013
Q4 | $755K | Buy |
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