J.W. Coons 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
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.19M | Hold |
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|
2024
Q1 | $1.31M | Hold |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $977K | Hold |
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|
2023
Q2 | $881K | Sell |
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|
2023
Q1 | $831K | Hold |
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|
2022
Q4 | $870K | Hold |
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|
2022
Q3 | $596K | Hold |
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|
2022
Q2 | $651K | Sell |
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|
2022
Q1 | $819K | Buy |
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|
2021
Q4 | $533K | Sell |
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|
2021
Q3 | $688K | Sell |
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|
2021
Q2 | $992K | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $862K | Buy |
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|
2020
Q3 | $704K | Buy |
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|
2020
Q2 | $594K | Sell |
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|
2020
Q1 | $576K | Buy |
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