Grandview 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 | $918K | Sell |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $803K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $857K | Sell |
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|
2023
Q4 | $704K | Sell |
|
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|
2023
Q3 | $672K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $679K | Sell |
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|
2022
Q4 | $779K | Sell |
|
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|
2022
Q3 | $568K | Sell |
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|
2022
Q2 | $689K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $916K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $524K | Buy |
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|
2021
Q1 | $26K | Buy |
|