IFG Advisory’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 | $2.61M | Sell |
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|
2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $979K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $754K | Buy |
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|
2023
Q3 | $677K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $589K | Sell |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $442K | Sell |
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|
2021
Q3 | $583K | Buy |
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|
2021
Q2 | $648K | Buy |
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|
2021
Q1 | $650K | Buy |
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|
2020
Q4 | $453K | Buy |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $388K | Sell |
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|
2019
Q3 | $518K | Buy |
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|
2019
Q2 | $538K | Sell |
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|
2019
Q1 | $584K | Buy |
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|
2018
Q4 | $538K | Sell |
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|
2018
Q3 | $700K | Buy |
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|
2018
Q2 | $580K | Buy |
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|
2018
Q1 | $622K | Buy |
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|
2017
Q4 | $579K | Buy |
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