GHP Investment Advisors’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 | $888K | Hold |
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|
2025
Q1 | $754K | Buy |
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|
2024
Q4 | $799K | Sell |
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|
2024
Q3 | $879K | Buy |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $568K | Hold |
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|
2023
Q2 | $604K | Buy |
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|
2023
Q1 | $465K | Sell |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $463K | Hold |
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|
2020
Q4 | $363K | Sell |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $266K | Sell |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $319K | Hold |
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|
2019
Q3 | $273K | Hold |
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|
2019
Q2 | $295K | Sell |
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|
2019
Q1 | $295K | Sell |
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|
2018
Q4 | $343K | Buy |
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|
2018
Q3 | $327K | Sell |
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|
2018
Q2 | $308K | Buy |
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|
2018
Q1 | $316K | Hold |
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|
2017
Q4 | $338K | Hold |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $273K | Hold |
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|
2017
Q1 | $236K | Hold |
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|
2016
Q4 | $236K | Buy |
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