Kurt F. Somerville’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 | $1.03M | Sell |
|
|||||
|
2025
Q1 | $895K | Hold |
|
|||||
|
2024
Q4 | $985K | Hold |
|
|||||
|
2024
Q3 | $1.06M | Sell |
|
|||||
|
2024
Q2 | $921K | Sell |
|
|||||
|
2024
Q1 | $1.05M | Hold |
|
|||||
|
2023
Q4 | $846K | Sell |
|
|||||
|
2023
Q3 | $789K | Hold |
|
|||||
|
2023
Q2 | $711K | Sell |
|
|||||
|
2023
Q1 | $667K | Sell |
|
|||||
|
2022
Q4 | $710K | Hold |
|
|||||
|
2022
Q3 | $486K | Hold |
|
|||||
|
2022
Q2 | $530K | Sell |
|
|||||
|
2022
Q1 | $705K | Buy |
|
|||||
|
2021
Q4 | $643K | Buy |
|
|||||
|
2021
Q3 | $585K | Sell |
|
|||||
|
2021
Q2 | $679K | Sell |
|
|||||
|
2021
Q1 | $729K | Sell |
|
|||||
|
2020
Q4 | $577K | Hold |
|
|||||
|
2020
Q3 | $473K | Buy |
|
|||||
|
2020
Q2 | $376K | Hold |
|
|||||
|
2020
Q1 | $345K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $215K | Sell |
|
|||||
|
2019
Q2 | $282K | Sell |
|
|||||
|
2019
Q1 | $528K | Buy |
|
|||||
|
2018
Q4 | $362K | Sell |
|
|||||
|
2018
Q3 | $465K | Hold |
|
|||||
|
2018
Q2 | $414K | Sell |
|
|||||
|
2018
Q1 | $479K | Hold |
|
|||||
|
2017
Q4 | $512K | Hold |
|
|||||
|
2017
Q3 | $405K | Hold |
|
|||||
|
2017
Q2 | $349K | Hold |
|
|||||
|
2017
Q1 | $301K | Sell |
|
|||||
|
2016
Q4 | $487K | Hold |
|
|||||
|
2016
Q3 | $466K | Hold |
|
|||||
|
2016
Q2 | $398K | Hold |
|
|||||
|
2016
Q1 | $402K | Hold |
|
|||||
|
2015
Q4 | $357K | Hold |
|
|||||
|
2015
Q3 | $343K | Hold |
|
|||||
|
2015
Q2 | $445K | Hold |
|
|||||
|
2015
Q1 | $420K | Hold |
|
|||||
|
2014
Q4 | $481K | Sell |
|
|||||
|
2014
Q3 | $535K | Sell |
|
|||||
|
2014
Q2 | $669K | Hold |
|
|||||
|
2014
Q1 | $612K | Sell |
|
|||||
|
2013
Q4 | $718K | Sell |
|
|||||
|
2013
Q3 | $676K | Sell |
|
|||||
|
2013
Q2 | $692K | Buy |
|