Financial Management Professionals’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 | $82.1K | Sell |
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|
2025
Q2 | $67.9K | Sell |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $204K | Buy |
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|
2024
Q3 | $164K | Sell |
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $131K | Sell |
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|
2023
Q3 | $167K | Buy |
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|
2023
Q2 | $105K | Sell |
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|
2023
Q1 | $97K | Buy |
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|
2022
Q4 | $18K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $62K | Sell |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $98K | Buy |
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|
2021
Q1 | $95K | Buy |
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|
2020
Q4 | $72K | Buy |
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|
2020
Q3 | $57K | Buy |
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|
2020
Q2 | $4K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $10K | Hold |
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|
2015
Q3 | $10K | Hold |
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|
2015
Q2 | $12K | Hold |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $16K | Sell |
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|
2014
Q1 | $25K | Hold |
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|
2013
Q4 | $23K | Hold |
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|
2013
Q3 | $21K | Hold |
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|
2013
Q2 | $21K | Buy |
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