Horan Capital 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
Q1 | $337K | Buy |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $108K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $107K | Hold |
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|
2019
Q3 | $92K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $98K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $90K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $213K | Buy |
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|
2014
Q3 | $229K | Sell |
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|
2014
Q2 | $284K | Sell |
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|
2014
Q1 | $305K | Hold |
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|
2013
Q4 | $278K | Sell |
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|
2013
Q3 | $276K | Buy |
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