KLR Investment Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$341K Sell
2023
Q4
$291K Sell
2023
Q3
$249K Buy
2023
Q2
$254K Sell
2023
Q1
$249K Buy
2022
Q4
$256K Buy