Insight 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
Q2 | $562K | Buy |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $355K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $796K | Sell |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $726K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $548K | Sell |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $551K | Sell |
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|
2021
Q1 | $850K | Buy |
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|
2020
Q4 | $496K | Buy |
|