Forte Capital’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 | $1.11M | Sell |
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|
2025
Q1 | $998K | Buy |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $616K | Buy |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $397K | Hold |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $463K | Hold |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q3 | $216K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $262K | Buy |
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