Hudson Valley Investment 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 | $1.25M | Sell |
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|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $869K | Sell |
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|
2024
Q4 | $959K | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $924K | Buy |
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|
2024
Q1 | $956K | Sell |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $840K | Sell |
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|
2023
Q1 | $822K | Buy |
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|
2022
Q4 | $857K | Sell |
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|
2022
Q3 | $604K | Sell |
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|
2022
Q2 | $689K | Sell |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $828K | Sell |
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|
2021
Q3 | $793K | Buy |
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|
2021
Q2 | $859K | Sell |
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|
2021
Q1 | $946K | Buy |
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|
2020
Q4 | $740K | Sell |
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|
2020
Q3 | $616K | Sell |
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|
2020
Q2 | $525K | Sell |
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|
2020
Q1 | $505K | Sell |
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|
2019
Q4 | $644K | Buy |
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|
2019
Q3 | $539K | Sell |
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|
2019
Q2 | $602K | Hold |
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|
2019
Q1 | $599K | Sell |
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|
2018
Q4 | $636K | Buy |
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|
2018
Q3 | $760K | Sell |
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|
2018
Q2 | $744K | Sell |
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|
2018
Q1 | $819K | Buy |
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|
2017
Q4 | $826K | Hold |
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|
2017
Q3 | $653K | Sell |
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|
2017
Q2 | $579K | Hold |
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|
2017
Q1 | $500K | Hold |
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|
2016
Q4 | $500K | Sell |
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|
2016
Q3 | $487K | Buy |
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|
2016
Q2 | $403K | Sell |
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|
2016
Q1 | $434K | Sell |
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|
2015
Q4 | $402K | Sell |
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|
2015
Q3 | $411K | Sell |
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|
2015
Q2 | $1.05M | Sell |
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|
2015
Q1 | $1.08M | Buy |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $1.08M | Buy |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $996K | Buy |
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|
2013
Q3 | $740K | Buy |
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|
2013
Q2 | $346K | Buy |
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