Freedom Investment Management’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  | $1.43M | Sell | 
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| 
        
          
      
        2025
         Q1  | $1.41M | Sell | 
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| 
        
          
      
        2024
         Q4  | $1.56M | Buy | 
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| 
        
          
      
        2024
         Q3  | $1.53M | Sell | 
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| 
        
          
      
        2024
         Q2  | $1.4M | Buy | 
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| 
        
          
      
        2024
         Q1  | $1.37M | Buy | 
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| 
        
          
      
        2023
         Q4  | $1.04M | Buy | 
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| 
        
          
      
        2023
         Q3  | $885K | Buy | 
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| 
        
          
      
        2023
         Q2  | $628K | Buy | 
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| 
        
          
      
        2021
         Q3  | – | Sell | 
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| 
        
          
      
        2021
         Q2  | $347K | Buy | 
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| 
        
          
      
        2021
         Q1  | $368K | Sell | 
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| 
        
          
      
        2020
         Q4  | $493K | Buy | 
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| 
        
          
      
        2020
         Q3  | $393K | Sell | 
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| 
        
          
      
        2020
         Q2  | $366K | Buy | 
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| 
        
          
      
        2020
         Q1  | $203K | Buy | 
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| 
        
          
      
        2019
         Q3  | – | Sell | 
         | 
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| 
        
          
      
        2019
         Q2  | $297K | Buy | 
         | 
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| 
        
          
      
        2019
         Q1  | $286K | Sell | 
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| 
        
          
      
        2018
         Q4  | $1.5M | Sell | 
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| 
        
          
      
        2018
         Q3  | $2.96M | Sell | 
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| 
        
          
      
        2018
         Q2  | $2.92M | Sell | 
         | 
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| 
        
          
      
        2018
         Q1  | $4.09M | Buy | 
         | 
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| 
        
          
      
        2017
         Q4  | $3.14M | Buy | 
         | 
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| 
        
          
      
        2017
         Q3  | $332K | Sell | 
         | 
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| 
        
          
      
        2017
         Q2  | $301K | Sell | 
         | 
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| 
        
          
      
        2017
         Q1  | $286K | Sell | 
         | 
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| 
        
          
      
        2016
         Q4  | $470K | Buy | 
         | 
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| 
        
          
      
        2016
         Q3  | $284K | Sell | 
         | 
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| 
        
          
      
        2016
         Q2  | $453K | Buy | 
         | 
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| 
        
          
      
        2016
         Q1  | $308K | Sell | 
         | 
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| 
        
          
      
        2015
         Q4  | $282K | Sell | 
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| 
        
          
      
        2015
         Q3  | $866K | Buy | 
         | 
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| 
        
          
      
        2015
         Q2  | $301K | Buy | 
         | 
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| 
        
          
      
        2015
         Q1  | $283K | Buy | 
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| 
        
          
      
        2014
         Q4  | $265K | Buy | 
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| 
        
          
      
        2014
         Q3  | $249K | Buy | 
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| 
        
          
      
        2014
         Q2  | $246K | Sell | 
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| 
        
          
      
        2014
         Q1  | $230K | Buy | 
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| 
        
          
      
        2013
         Q4  | $202K | Buy | 
         | 
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| 
        
          
      
        2013
         Q3  | – | Sell | 
         | 
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| 
        
          
      
        2013
         Q2  | $206K | Buy | 
         |