Herold 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 | $1.37M | Sell |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $755K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $495K | Hold |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $172K | Buy |
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