Interchange Capital Partners’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
$511K Sell
2025
Q1
$446K Buy
2024
Q4
$413K Buy
2024
Q3
$395K Buy
2024
Q2
$311K Buy
2024
Q1
$238K Buy
2021
Q1
Sell
2020
Q4
$153K Buy