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