Institutional & Family Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $379K | Buy |
|
|||||
|
2024
Q1 | $415K | Buy |
|
|||||
|
2023
Q4 | $334K | Buy |
|
|||||
|
2023
Q3 | $307K | Buy |
|
|||||
|
2023
Q2 | $275K | Buy |
|
|||||
|
2023
Q1 | $254K | Buy |
|
|||||
|
2022
Q4 | $265K | Buy |
|
|||||
|
2022
Q3 | $181K | Buy |
|
|||||
|
2022
Q2 | $196K | Buy |
|
|||||
|
2022
Q1 | $243K | Buy |
|
|||||
|
2021
Q4 | $224K | Buy |
|
|||||
|
2021
Q3 | $207K | Buy |
|
|||||
|
2021
Q2 | $233K | Buy |
|
|||||
|
2021
Q1 | $248K | Buy |
|
|||||
|
2020
Q4 | $193K | Buy |
|
|||||
|
2020
Q3 | $158K | Sell |
|
|||||
|
2020
Q2 | $137K | Buy |
|
|||||
|
2020
Q1 | $124K | Sell |
|
|||||
|
2019
Q4 | $175K | Buy |
|
|||||
|
2019
Q3 | $148K | Sell |
|
|||||
|
2019
Q2 | $179K | Buy |
|
|||||
|
2019
Q1 | $177K | Sell |
|
|||||
|
2018
Q4 | $179K | Buy |
|
|||||
|
2018
Q3 | $185K | Buy |
|
|||||
|
2018
Q2 | $164K | Sell |
|
|||||
|
2018
Q1 | $191K | Buy |
|