Excalibur 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
Q2 | $769K | Buy |
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|
2025
Q1 | $648K | Buy |
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|
2024
Q4 | $694K | Sell |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $206K | Buy |
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