Goelzer Investment Management’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
$11.6M Sell
2025
Q2
$9.52M Buy
2025
Q1
$8.08M Buy
2024
Q4
$5.67M Buy
2024
Q3
$5.96M Sell
2024
Q2
$5.13M Sell
2024
Q1
$5.64M Sell
2023
Q4
$4.61M Buy
2023
Q3
$4.13M Sell
2023
Q2
$3.73M Sell
2023
Q1
$3.54M Sell
2022
Q4
$3.82M Buy
2022
Q3
$1.96M Sell
2022
Q2
$2.19M Buy
2022
Q1
$2.5M Buy
2021
Q4
$2.15M Buy