Full Sail 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
Q3 | $528K | Buy |
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|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $717K | Buy |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $636K | Sell |
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|
2023
Q3 | $600K | Sell |
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|
2023
Q2 | $602K | Sell |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
|