J.P. Marvel Investment Advisors’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 | $5.6M | Buy |
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|
2025
Q2 | $4.53M | Sell |
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|
2025
Q1 | $3.87M | Sell |
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|
2024
Q4 | $4.48M | Hold |
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|
2024
Q3 | $4.83M | Sell |
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|
2024
Q2 | $4.12M | Sell |
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|
2024
Q1 | $4.57M | Buy |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $3.36M | Hold |
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|
2023
Q2 | $3.03M | Sell |
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|
2023
Q1 | $2.82M | Sell |
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|
2022
Q4 | $2.98M | Hold |
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|
2022
Q3 | $2.04M | Hold |
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|
2022
Q2 | $2.22M | Hold |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $2.6M | Sell |
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|
2021
Q1 | $2.78M | Buy |
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|
2020
Q4 | $2.18M | Hold |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.47M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.67M | Sell |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q1 | $1.6M | Buy |
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|
2018
Q4 | $1.47M | Buy |
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|
2018
Q2 | $1.58M | Sell |
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|
2018
Q1 | $1.72M | Hold |
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|
2017
Q4 | $1.84M | Hold |
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|
2017
Q3 | $1.46M | Sell |
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|
2017
Q2 | $1.27M | Sell |
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|
2017
Q1 | $1.1M | Sell |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $907K | Sell |
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|
2016
Q1 | $959K | Sell |
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|
2015
Q4 | $857K | Buy |
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|
2015
Q2 | $1.11M | Sell |
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|
2015
Q1 | $1.05M | Sell |
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|
2014
Q4 | $1.23M | Hold |
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|
2014
Q3 | $1.33M | Sell |
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|
2014
Q2 | $1.49M | Hold |
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|
2014
Q1 | $1.36M | Hold |
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|
2013
Q4 | $1.24M | Sell |
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|
2013
Q3 | $1.19M | Sell |
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|
2013
Q2 | $1.2M | Buy |
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