Klingman & 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 | $1.27M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $530K | Buy |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $237K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $36K | Hold |
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|
2016
Q2 | $30K | Hold |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $27K | Hold |
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|
2015
Q3 | $26K | Hold |
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|
2015
Q2 | $34K | Hold |
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|
2015
Q1 | $42K | Hold |
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|
2014
Q4 | $42K | Buy |
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