Level Four Advisory Services’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 | $6.98M | Buy |
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|
2025
Q1 | $5.79M | Buy |
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|
2024
Q4 | $5.83M | Sell |
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|
2024
Q3 | $6.13M | Sell |
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|
2024
Q2 | $5.51M | Buy |
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|
2024
Q1 | $2.62M | Hold |
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $2.97M | Buy |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $4.26M | Buy |
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|
2021
Q1 | $4.46M | Sell |
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|
2020
Q4 | $3.79M | Buy |
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|
2020
Q3 | $1.99M | Sell |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $1.34M | Sell |
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|
2019
Q4 | $1.96M | Buy |
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|
2019
Q3 | $1.63M | Buy |
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|
2019
Q2 | $1.75M | Sell |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.63M | Sell |
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|
2018
Q3 | $2.21M | Sell |
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|
2018
Q2 | $2.67M | Buy |
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|
2018
Q1 | $2.76M | Buy |
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|
2017
Q4 | $2.75M | Buy |
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|
2017
Q3 | $1.82M | Buy |
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|
2017
Q2 | $937K | Sell |
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|
2017
Q1 | $945K | Sell |
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|
2016
Q4 | $1M | Buy |
|