Fort Sheridan Advisors’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 | $1.72M | Sell |
|
|||||
|
2025
Q2 | $1.44M | Hold |
|
|||||
|
2025
Q1 | $1.23M | Sell |
|
|||||
|
2024
Q4 | $1.41M | Sell |
|
|||||
|
2024
Q3 | $1.6M | Sell |
|
|||||
|
2024
Q2 | $1.39M | Buy |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $807K | Hold |
|
|||||
|
2023
Q3 | $745K | Buy |
|
|||||
|
2023
Q2 | $579K | Buy |
|
|||||
|
2023
Q1 | $468K | Hold |
|
|||||
|
2022
Q4 | $490K | Sell |
|
|||||
|
2022
Q3 | $385K | Hold |
|
|||||
|
2022
Q2 | $419K | Hold |
|
|||||
|
2022
Q1 | $523K | Buy |
|
|||||
|
2021
Q4 | $429K | Buy |
|
|||||
|
2021
Q3 | $393K | Buy |
|