Global Financial Private Client’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 | $1.22M | Buy |
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|
2025
Q2 | $292K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $207K | Hold |
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|
2023
Q3 | $190K | Hold |
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|
2023
Q2 | $173K | Hold |
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|
2023
Q1 | $161K | Buy |
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|
2022
Q4 | $163K | Hold |
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|
2022
Q3 | $117K | Hold |
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|
2022
Q2 | $121K | Buy |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $95.3K | Buy |
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|
2021
Q3 | $27.4K | Hold |
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|
2021
Q2 | $30.6K | Hold |
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|
2021
Q1 | $32.8K | Hold |
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|
2020
Q4 | $25.7K | Sell |
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|
2020
Q3 | $48.6K | Sell |
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|
2020
Q2 | $50.4K | Sell |
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|
2020
Q1 | $84.1K | Hold |
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|
2019
Q4 | $111K | Buy |
|