Joel Isaacson & Co’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 | $1.94M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $990K | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $908K | Sell |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $808K | Buy |
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|
2023
Q3 | $745K | Buy |
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $581K | Buy |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $235K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $273K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $91K | Buy |
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|
2016
Q3 | $87K | Buy |
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|
2016
Q2 | $74K | Buy |
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|
2016
Q1 | $75K | Buy |
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|
2015
Q4 | $66K | Buy |
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|
2015
Q3 | $64K | Buy |
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|
2015
Q2 | $83K | Buy |
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|
2015
Q1 | $78K | Buy |
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|
2014
Q4 | $43K | Sell |
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|
2014
Q3 | $57K | Buy |
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|
2014
Q2 | $62K | Buy |
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|
2014
Q1 | $47K | Hold |
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|
2013
Q4 | $43K | Hold |
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|
2013
Q3 | $39K | Hold |
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|
2013
Q2 | $39K | Buy |
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