First Dallas Securities’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 | $4.72M | Sell |
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|
2025
Q2 | $3.86M | Buy |
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|
2025
Q1 | $3.25M | Sell |
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|
2024
Q4 | $3.58M | Buy |
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|
2024
Q3 | $3.85M | Sell |
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|
2024
Q2 | $3.35M | Sell |
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|
2024
Q1 | $3.74M | Sell |
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|
2023
Q4 | $3.04M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.41M | Hold |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $731K | Buy |
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|
2020
Q1 | $598K | Hold |
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|
2019
Q4 | $761K | Hold |
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|
2019
Q3 | $651K | Sell |
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|
2019
Q2 | $760K | Sell |
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|
2019
Q1 | $763K | Buy |
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|
2018
Q4 | $665K | Buy |
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|
2018
Q3 | $756K | Hold |
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|
2018
Q2 | $672K | Sell |
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|
2018
Q1 | $809K | Sell |
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|
2017
Q4 | $897K | Sell |
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|
2017
Q3 | $741K | Sell |
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|
2017
Q2 | $655K | Buy |
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