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