Gradient Capital 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
Q3 | $537K | Sell |
|
|||||
|
2025
Q2 | $440K | Sell |
|
|||||
|
2025
Q1 | $417K | Sell |
|
|||||
|
2024
Q4 | $474K | Sell |
|
|||||
|
2024
Q3 | $518K | Sell |
|
|||||
|
2024
Q2 | $458K | Sell |
|
|||||
|
2024
Q1 | $543K | Sell |
|
|||||
|
2023
Q4 | $482K | Sell |
|
|||||
|
2023
Q3 | $468K | Sell |
|
|||||
|
2023
Q2 | $436K | Buy |
|
|||||
|
2023
Q1 | $402K | Buy |
|
|||||
|
2022
Q4 | $420K | Hold |
|
|||||
|
2022
Q3 | $288K | Sell |
|
|||||
|
2022
Q2 | $352K | Buy |
|
|||||
|
2022
Q1 | $439K | Buy |
|
|||||
|
2021
Q4 | $292K | Hold |
|
|||||
|
2021
Q3 | $271K | Buy |
|
|||||
|
2021
Q2 | $294K | Buy |
|
|||||
|
2021
Q1 | $289K | Buy |
|
|||||
|
2020
Q4 | $218K | Buy |
|