Keystone Financial Group (Kentucky)’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 | $328K | Sell |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $370K | Hold |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $352K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $221K | Buy |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Buy |
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