L.J. Altfest & Co’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 | – | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $239K | Buy |
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|
2024
Q3 | $257K | Buy |
|
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|
2024
Q2 | $218K | Buy |
|
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|
2024
Q1 | $231K | Buy |
|
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $553K | Sell |
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|
2018
Q3 | $673K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $658K | Buy |
|
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|
2017
Q4 | $680K | Buy |
|