Geneva Partners’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 | $337K | Hold |
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|
2025
Q2 | $274K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $5.5M | Buy |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $5.54M | Buy |
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|
2023
Q2 | $2.41M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $6.29M | Sell |
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|
2021
Q1 | $7.73M | Buy |
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|
2020
Q4 | $5.69M | Buy |
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|
2020
Q3 | $1.51M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.59M | Sell |
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|
2018
Q3 | $3.39M | Sell |
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|
2018
Q2 | $3.94M | Sell |
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|
2018
Q1 | $4.45M | Sell |
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|
2017
Q4 | $5.09M | Sell |
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|
2017
Q3 | $4.07M | Buy |
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|
2016
Q2 | $3.12M | Buy |
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