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
Q3 | $572K | Hold |
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|
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 |
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