Franklin Street 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 | $2.9M | Sell |
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|
2025
Q2 | $2.47M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.8M | Sell |
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|
2024
Q2 | $2.4M | Sell |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.07M | Hold |
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|
2023
Q3 | $1.91M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.6M | Hold |
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|
2022
Q4 | $1.68M | Hold |
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|
2022
Q3 | $1.15M | Hold |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.34M | Hold |
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|
2021
Q3 | $1.25M | Hold |
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|
2021
Q2 | $1.42M | Hold |
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|
2021
Q1 | $1.51M | Hold |
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|
2020
Q4 | $1.18M | Hold |
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|
2020
Q3 | $969K | Hold |
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|
2020
Q2 | $822K | Sell |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $9.03M | Sell |
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|
2019
Q3 | $8.17M | Sell |
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|
2019
Q2 | $10.9M | Sell |
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|
2019
Q1 | $11.3M | Sell |
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|
2018
Q4 | $10.8M | Buy |
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|
2018
Q3 | $11.8M | Buy |
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|
2018
Q2 | $9.3M | Buy |
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|
2018
Q1 | $6.88M | Buy |
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|
2017
Q4 | $1.06M | Hold |
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|
2017
Q3 | $836K | Sell |
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|
2017
Q2 | $737K | Hold |
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|
2017
Q1 | $636K | Sell |
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|
2016
Q4 | $666K | Sell |
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|
2016
Q3 | $651K | Sell |
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|
2016
Q2 | $569K | Buy |
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|
2016
Q1 | $561K | Hold |
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|
2015
Q4 | $498K | Sell |
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|
2015
Q3 | $507K | Buy |
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|
2015
Q2 | $624K | Buy |
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|
2015
Q1 | $546K | Hold |
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|
2014
Q4 | $625K | Hold |
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|
2014
Q3 | $677K | Hold |
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|
2014
Q2 | $742K | Buy |
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|
2014
Q1 | $580K | Hold |
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|
2013
Q4 | $529K | Sell |
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|
2013
Q3 | $511K | Sell |
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|
2013
Q2 | $526K | Buy |
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