Icon Advisers’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 | $11.9K | Hold |
|
|||||
|
2025
Q2 | $9.71K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $9.07K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $8.33K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $2.4M | Sell |
|
|||||
|
2022
Q3 | $3.29M | Hold |
|
|||||
|
2022
Q2 | $3.58M | Buy |
|
|||||
|
2022
Q1 | $1.68M | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $320K | Sell |
|
|||||
|
2015
Q2 | $560K | Sell |
|
|||||
|
2015
Q1 | $800K | Hold |
|
|||||
|
2014
Q4 | $915K | Hold |
|
|||||
|
2014
Q3 | $990K | Hold |
|
|||||
|
2014
Q2 | $1.09M | Hold |
|
|||||
|
2014
Q1 | $994K | Sell |
|
|||||
|
2013
Q4 | $4.75M | Sell |
|
|||||
|
2013
Q3 | $4.83M | Hold |
|
|||||
|
2013
Q2 | $4.78M | Buy |
|