James Investment Research’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 | $11.2M | Sell |
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|
2025
Q1 | $9.76M | Sell |
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|
2024
Q4 | $11.5M | Sell |
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|
2024
Q3 | $12.5M | Sell |
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|
2024
Q2 | $10.8M | Sell |
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|
2024
Q1 | $12M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.77M | Sell |
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|
2023
Q2 | $8.89M | Sell |
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|
2023
Q1 | $8.62M | Buy |
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|
2022
Q4 | $8.78M | Sell |
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|
2022
Q3 | $6.62M | Sell |
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|
2022
Q2 | $8.4M | Sell |
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|
2022
Q1 | $11.1M | Sell |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $9.89M | Sell |
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|
2021
Q2 | $12M | Sell |
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|
2021
Q1 | $13.1M | Sell |
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|
2020
Q4 | $10.4M | Buy |
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|
2020
Q3 | $7.95M | Buy |
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|
2020
Q2 | $5.03M | Sell |
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|
2020
Q1 | $6.05M | Buy |
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|
2019
Q4 | $5.8M | Buy |
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|
2019
Q3 | $3.71M | Sell |
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|
2019
Q2 | $5.12M | Buy |
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|
2019
Q1 | $4.89M | Buy |
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|
2018
Q4 | $3.93M | Buy |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $1.92M | Buy |
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|
2018
Q1 | $1.95M | Buy |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $2M | Buy |
|