Isthmus 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
Q3 | – | Sell |
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|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $565K | Buy |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $229K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $329K | Hold |
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|
2018
Q3 | $394K | Hold |
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|
2018
Q2 | $351K | Hold |
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|
2018
Q1 | $381K | Hold |
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|
2017
Q4 | $408K | Sell |
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|
2017
Q3 | $486K | Sell |
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|
2017
Q2 | $451K | Hold |
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|
2017
Q1 | $390K | Hold |
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|
2016
Q4 | $390K | Hold |
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|
2016
Q3 | $368K | Sell |
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|
2016
Q2 | $334K | Hold |
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|
2016
Q1 | $337K | Hold |
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|
2015
Q4 | $299K | Hold |
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|
2015
Q3 | $288K | Hold |
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|
2015
Q2 | $373K | Hold |
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|
2015
Q1 | $352K | Hold |
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|
2014
Q4 | $403K | Buy |
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