Joseph P. Lucia & Associates’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 | $216K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $208K | Buy |
|
|||||
|
2024
Q3 | $215K | Sell |
|
|||||
|
2024
Q2 | $217K | Hold |
|
|||||
|
2024
Q1 | $238K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $107K | Hold |
|
|||||
|
2022
Q1 | $133K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $81K | Hold |
|
|||||
|
2021
Q2 | $91K | Hold |
|
|||||
|
2021
Q1 | $97K | Hold |
|
|||||
|
2020
Q4 | $76K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $34K | Sell |
|
|||||
|
2020
Q1 | $48K | Buy |
|
|||||
|
2019
Q4 | $61K | Buy |
|
|||||
|
2019
Q3 | $18K | Sell |
|
|||||
|
2019
Q2 | $30K | Sell |
|
|||||
|
2019
Q1 | $212 | Buy |
|