Gould Asset 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
Q2 | $631K | Sell |
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|
2025
Q1 | $546K | Hold |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $583K | Hold |
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|
2024
Q2 | $496K | Hold |
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|
2024
Q1 | $546K | Hold |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $303K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $273K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $330K | Buy |
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|
2019
Q2 | $320K | Buy |
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|
2019
Q1 | $278K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $200K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $224K | Buy |
|