High Falls 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
Q2 | $1.94M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $724K | Buy |
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|
2022
Q2 | $788K | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $785K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $292K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $212K | Hold |
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|
2019
Q1 | $210K | Sell |
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|
2018
Q4 | $216K | Buy |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $205K | Hold |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $229K | Buy |
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