Kelleher Financial 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 | $410K | Sell |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $430K | Buy |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $512K | Buy |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $426K | Sell |
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|
2021
Q3 | $784K | Buy |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $599K | Sell |
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|
2020
Q3 | $541K | Buy |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $486K | Sell |
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|
2019
Q3 | $446K | Sell |
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|
2019
Q2 | $481K | Buy |
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|
2018
Q4 | $448K | Buy |
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|
2018
Q3 | $537K | Buy |
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|
2018
Q2 | $478K | Sell |
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|
2018
Q1 | $520K | Sell |
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|
2017
Q4 | $559K | Sell |
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|
2017
Q3 | $454K | Buy |
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|
2017
Q2 | $391K | Sell |
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|
2017
Q1 | $347K | Buy |
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|
2016
Q4 | $344K | Hold |
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|
2016
Q3 | $330K | Hold |
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|
2016
Q2 | $281K | Sell |
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|
2016
Q1 | $320K | Buy |
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