Key Financial Inc’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 | $1.28M | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $903K | Hold |
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|
2024
Q4 | $993K | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $913K | Hold |
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|
2024
Q1 | $1M | Hold |
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|
2023
Q4 | $811K | Hold |
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|
2023
Q3 | $749K | Hold |
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|
2023
Q2 | $675K | Buy |
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|
2023
Q1 | $624K | Hold |
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|
2022
Q4 | $447K | Hold |
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|
2022
Q3 | $447K | Buy |
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|
2022
Q2 | $111K | Hold |
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|
2022
Q1 | $139K | Buy |
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|
2021
Q4 | $67K | Hold |
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|
2021
Q3 | $62K | Sell |
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|
2021
Q2 | $78K | Buy |
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|
2021
Q1 | $58K | Buy |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $38K | Buy |
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