Evanson Asset Management’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 | $596K | Hold |
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|
2025
Q2 | $485K | Hold |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $528K | Hold |
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|
2024
Q2 | $450K | Hold |
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|
2024
Q1 | $495K | Hold |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $430K | Buy |
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|
2022
Q1 | $491K | Hold |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $474K | Hold |
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|
2021
Q2 | $480K | Sell |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $318K | Hold |
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|
2020
Q2 | $269K | Hold |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $311K | Sell |
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|
2019
Q3 | $360K | Sell |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $425K | Buy |
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|
2018
Q4 | $397K | Buy |
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|
2018
Q3 | $442K | Sell |
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|
2018
Q2 | $411K | Buy |
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|
2018
Q1 | $446K | Buy |
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|
2017
Q4 | $315K | Sell |
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|
2017
Q3 | $284K | Buy |
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|
2017
Q2 | $241K | Buy |
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|
2017
Q1 | $208K | Buy |
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|
2016
Q4 | $208K | Buy |
|