Financial Perspectives’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 | $548K | Buy |
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|
2025
Q2 | $407K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $380K | Hold |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $349K | Hold |
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $161K | Hold |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $203K | Hold |
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|
2021
Q3 | $188K | Hold |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $980K | Buy |
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|
2020
Q4 | $178K | Buy |
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|
2020
Q3 | $135K | Hold |
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|
2020
Q2 | $114K | Sell |
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|
2020
Q1 | $113K | Buy |
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|
2019
Q4 | $118K | Buy |
|