Greenwood Capital Associates’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 | $512K | Hold |
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|
2025
Q2 | $417K | Hold |
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|
2025
Q1 | $354K | Hold |
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|
2024
Q4 | $390K | Hold |
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|
2024
Q3 | $420K | Sell |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $400K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $430K | Buy |
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|
2020
Q3 | $266K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $79K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.21M | Buy |
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|
2014
Q2 | $2.36M | Buy |
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