Haverford Trust Company’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 | $1.94M | Sell |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.43M | Buy |
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|
2024
Q2 | $1.97M | Sell |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $953K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.48M | Buy |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.94M | Buy |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $943K | Sell |
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|
2020
Q2 | $826K | Hold |
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|
2020
Q1 | $758K | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $722K | Sell |
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|
2019
Q2 | $851K | Sell |
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|
2019
Q1 | $859K | Sell |
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|
2018
Q4 | $809K | Buy |
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|
2018
Q3 | $926K | Sell |
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|
2018
Q2 | $850K | Sell |
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|
2018
Q1 | $940K | Buy |
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|
2017
Q4 | $996K | Buy |
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|
2017
Q3 | $786K | Buy |
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|
2017
Q2 | $661K | Buy |
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|
2017
Q1 | $548K | Hold |
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|
2016
Q4 | $548K | Buy |
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|
2016
Q3 | $280K | Buy |
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|
2016
Q2 | $224K | Sell |
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|
2016
Q1 | $321K | Sell |
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|
2015
Q4 | $297K | Buy |
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|
2015
Q3 | $248K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $208K | Sell |
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|
2014
Q2 | $250K | Sell |
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|
2014
Q1 | $233K | Sell |
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|
2013
Q4 | $427K | Buy |
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|
2013
Q3 | $379K | Sell |
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|
2013
Q2 | $383K | Buy |
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