Eldridge 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
Q2 | $2.03M | Sell |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $1.91M | Hold |
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|
2024
Q3 | $2.06M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.73M | Hold |
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|
2023
Q4 | $1.4M | Hold |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $773K | Hold |
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|
2022
Q2 | $842K | Hold |
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|
2022
Q1 | $1.05M | Hold |
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|
2021
Q4 | $974K | Hold |
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|
2021
Q3 | $905K | Hold |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $858K | Hold |
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|
2020
Q3 | $703K | Hold |
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|
2020
Q2 | $596K | Sell |
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|
2020
Q1 | $593K | Buy |
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|
2019
Q4 | $696K | Sell |
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|
2019
Q3 | $684K | Buy |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $274K | Sell |
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|
2018
Q4 | $262K | Buy |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $225K | Buy |
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|
2018
Q1 | $229K | Buy |
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|
2017
Q4 | $213K | Buy |
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