InterOcean Capital Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$75.2M Sell
2023
Q4
$61.7M Buy
2023
Q3
$43.8M Buy
2023
Q2
$35.1M Sell
2023
Q1
$41.5M Sell
2022
Q4
$43.5M Buy
2022
Q3
$28.9M Buy
2022
Q2
$27.9M Buy
2022
Q1
$27.9M Buy
2021
Q4
$15.7M Buy
2021
Q3
$11.2M Buy
2021
Q2
$391K Sell
2021
Q1
$484K Hold
2020
Q4
$380K Buy