Latitude Advisors’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 | $898K | Buy |
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $791K | Sell |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $712K | Buy |
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|
2024
Q1 | $750K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $523K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $518K | Buy |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $275K | Buy |
|