Edge Capital Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.24M Buy
2024
Q3
$1.26M Sell
2024
Q2
$1.09M Sell
2024
Q1
$1.21M Sell
2023
Q4
$1M Sell
2023
Q3
$1.05M Sell
2023
Q2
$2.67M Sell
2023
Q1
$2.52M Buy
2022
Q4
$670K Buy
2022
Q3
$342K Sell
2022
Q2
$1.78M Sell
2022
Q1
$12.2M Buy
2021
Q4
$9.78M Sell
2021
Q3
$9.23M Buy
2021
Q2
$9.82M Buy
2021
Q1
$8.95M Buy
2020
Q4
$7.01M Buy