Garner Asset Management Corp’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 | $727K | Sell |
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|
2025
Q1 | $756K | Sell |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $891K | Buy |
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|
2024
Q2 | $759K | Buy |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $387K | Sell |
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|
2022
Q2 | $475K | Buy |
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|
2022
Q1 | $526K | Hold |
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|
2021
Q4 | $488K | Hold |
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|
2021
Q3 | $453K | Buy |
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|
2021
Q2 | $389K | Hold |
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|
2021
Q1 | $415K | Hold |
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|
2020
Q4 | $326K | Hold |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $304K | Hold |
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|
2019
Q3 | $260K | Sell |
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|
2019
Q2 | $294K | Hold |
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|
2019
Q1 | $292K | Sell |
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|
2018
Q4 | $299K | Hold |
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|
2018
Q3 | $359K | Hold |
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|
2018
Q2 | $320K | Hold |
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|
2018
Q1 | $347K | Buy |
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|
2017
Q4 | $341K | Sell |
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|
2017
Q3 | $282K | Hold |
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|
2017
Q2 | $243K | Buy |
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