Equitable Trust’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 | $7.93M | Buy |
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|
2025
Q2 | $5.66M | Sell |
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|
2025
Q1 | $4.89M | Sell |
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|
2024
Q4 | $5.54M | Hold |
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|
2024
Q3 | $5.97M | Buy |
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|
2024
Q2 | $5M | Sell |
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|
2024
Q1 | $5.71M | Buy |
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|
2023
Q4 | $4.42M | Sell |
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|
2023
Q3 | $4.14M | Sell |
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|
2023
Q2 | $3.81M | Sell |
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|
2023
Q1 | $3.77M | Hold |
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|
2022
Q4 | $3.94M | Sell |
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|
2022
Q3 | $3.17M | Sell |
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|
2022
Q2 | $3.6M | Buy |
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|
2022
Q1 | $4.46M | Buy |
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|
2021
Q4 | $4.05M | Buy |
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|
2021
Q3 | $3.44M | Sell |
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|
2021
Q2 | $5.92M | Sell |
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|
2021
Q1 | $6.42M | Sell |
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|
2020
Q4 | $5.45M | Sell |
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|
2020
Q3 | $4.53M | Sell |
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|
2020
Q2 | $3.88M | Sell |
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|
2020
Q1 | $4.07M | Buy |
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|
2019
Q4 | $930K | Sell |
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|
2019
Q3 | $837K | Buy |
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|
2019
Q2 | $859K | Sell |
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|
2019
Q1 | $858K | Sell |
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|
2018
Q4 | $904K | Buy |
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|
2018
Q3 | $888K | Buy |
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|
2018
Q2 | $400K | Buy |
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