Gradient Investments’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 | $690K | Buy |
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|
2025
Q2 | $424K | Sell |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $525K | Buy |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $881K | Buy |
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|
2022
Q4 | $910K | Sell |
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|
2022
Q3 | $641K | Sell |
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|
2022
Q2 | $708K | Buy |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $779K | Buy |
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|
2021
Q3 | $720K | Buy |
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|
2021
Q2 | $810K | Buy |
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|
2021
Q1 | $862K | Buy |
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|
2020
Q4 | $411K | Hold |
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|
2020
Q3 | $411K | Buy |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | $196K | Buy |
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|
2019
Q4 | $228K | Buy |
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|
2019
Q3 | $105K | Buy |
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|
2019
Q2 | $112K | Buy |
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|
2019
Q1 | $111K | Sell |
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|
2018
Q4 | $118K | Sell |
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|
2018
Q3 | $438K | Buy |
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|
2018
Q2 | $111K | Sell |
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|
2018
Q1 | $122K | Buy |
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|
2017
Q4 | $113K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $74K | Sell |
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|
2017
Q1 | $74K | Sell |
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|
2016
Q4 | $101K | Buy |
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|
2016
Q3 | $75K | Buy |
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|
2016
Q2 | $53K | Sell |
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|
2016
Q1 | $54K | Buy |
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|
2015
Q4 | $40K | Hold |
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|
2015
Q3 | $38K | Hold |
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|
2015
Q2 | $50K | Sell |
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|
2015
Q1 | $66K | Buy |
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|
2014
Q4 | $54K | Hold |
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|
2014
Q3 | $58K | Hold |
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|
2014
Q2 | $64K | Sell |
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|
2014
Q1 | $68K | Sell |
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|
2013
Q4 | $72K | Sell |
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|
2013
Q3 | $69K | Sell |
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|
2013
Q2 | $113K | Buy |
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