Loring Wolcott & Coolidge Fiduciary 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
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $842K | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $891K | Buy |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $168K | Sell |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $141K | Sell |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $194K | Hold |
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|
2021
Q3 | $180K | Hold |
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|
2021
Q2 | $204K | Hold |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $444K | Buy |
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|
2019
Q4 | $563K | Sell |
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|
2019
Q3 | $653K | Buy |
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|
2019
Q2 | $138K | Sell |
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|
2019
Q1 | $139K | Buy |
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|
2018
Q4 | $124K | Hold |
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|
2018
Q3 | $149K | Hold |
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|
2018
Q2 | $133K | Hold |
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|
2018
Q1 | $144K | Hold |
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|
2017
Q4 | $154K | Hold |
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|
2017
Q3 | $122K | Sell |
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|
2017
Q2 | $115K | Hold |
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|
2017
Q1 | $94K | Sell |
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|
2016
Q4 | $149K | Hold |
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|
2016
Q3 | $143K | Buy |
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|
2016
Q2 | $77K | Hold |
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|
2016
Q1 | $77K | Hold |
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|
2015
Q4 | $69K | Sell |
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|
2015
Q3 | $149K | Hold |
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|
2015
Q2 | $149K | Sell |
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|
2015
Q1 | $141K | Hold |
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|
2014
Q4 | $161K | Buy |
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|
2014
Q3 | $101K | Hold |
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|
2014
Q2 | $111K | Sell |
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|
2014
Q1 | $111K | Hold |
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|
2013
Q4 | $102K | Buy |
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|
2013
Q3 | $85K | Hold |
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|
2013
Q2 | $84K | Buy |
|