Inscription Capital’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
$979K Buy
2025
Q2
$754K Sell
2025
Q1
$1.37M Buy
2024
Q3
$1.12M Sell
2024
Q2
$1.06M Sell
2024
Q1
$1.37M Buy
2023
Q4
$827K Sell
2023
Q3
$938K Sell
2023
Q2
$1.63M Sell
2023
Q1
$1.62M Buy
2022
Q4
$1.61M Sell
2022
Q3
$1.29M Sell
2022
Q2
$1.65M Sell
2022
Q1
$2.38M Sell
2021
Q4
$2.44M Sell
2021
Q3
$2.31M Sell
2021
Q2
$4.21M Buy
2021
Q1
$2.92M Buy
2020
Q4
$2.15M Buy
2020
Q3
$232K Buy