Integrated Investment Consultants’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  | $465K | Sell | 
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| 
        
          
      
        2025
         Q1  | $397K | Buy | 
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| 
        
          
      
        2024
         Q4  | $435K | Sell | 
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| 
        
          
      
        2024
         Q3  | $486K | Buy | 
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| 
        
          
      
        2024
         Q2  | $546K | Hold | 
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| 
        
          
      
        2024
         Q1  | $546K | Sell | 
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| 
        
          
      
        2023
         Q4  | $447K | Buy | 
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| 
        
          
      
        2023
         Q3  | $410K | Buy | 
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| 
        
          
      
        2023
         Q2  | $360K | Buy | 
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| 
        
          
      
        2023
         Q1  | $326K | Sell | 
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| 
        
          
      
        2022
         Q4  | $385K | Buy | 
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| 
        
          
      
        2022
         Q3  | $221K | Sell | 
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| 
        
          
      
        2022
         Q2  | $255K | Sell | 
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| 
        
          
      
        2022
         Q1  | $385K | Buy | 
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| 
        
          
      
        2021
         Q4  | $321K | Sell | 
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| 
        
          
      
        2021
         Q3  | $314K | Sell | 
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| 
        
          
      
        2021
         Q2  | $360K | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $392K | Buy | 
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| 
        
          
      
        2020
         Q4  | $282K | Buy | 
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| 
        
          
      
        2020
         Q3  | $231K | Buy | 
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| 
        
          
      
        2020
         Q1  | – | Sell | 
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| 
        
          
      
        2019
         Q4  | $227K | Buy | 
         | 
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| 
        
          
      
        2019
         Q3  | – | Sell | 
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| 
        
          
      
        2019
         Q2  | $242K | Buy | 
         | 
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| 
        
          
      
        2019
         Q1  | $240K | Buy | 
         | 
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| 
        
          
      
        2018
         Q4  | $226K | Buy | 
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| 
        
          
      
        2018
         Q3  | $234K | Hold | 
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| 
        
          
      
        2018
         Q2  | $208K | Sell | 
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| 
        
          
      
        2018
         Q1  | $232K | Buy | 
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| 
        
          
      
        2017
         Q3  | $213K | Hold | 
         | 
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| 
        
          
      
        2017
         Q2  | $184K | Hold | 
         | 
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| 
        
          
      
        2017
         Q1  | $159K | Buy | 
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| 
        
          
      
        2016
         Q4  | $135K | Hold | 
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| 
        
          
      
        2016
         Q3  | $127K | Hold | 
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| 
        
          
      
        2016
         Q2  | $111K | Hold | 
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| 
        
          
      
        2016
         Q1  | $109K | Buy | 
         |