Marquette Asset Management’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
$27.7K Buy
2025
Q2
$1.94K Hold
2025
Q1
$1.65K Buy
2024
Q4
Sell
2024
Q3
$3.91K Buy
2023
Q4
Sell
2023
Q3
$33K Sell
2023
Q2
$73.8K Hold
2023
Q1
$68.7K Hold
2022
Q4
$71.9K Hold
2022
Q3
$49K Hold
2022
Q2
$54K Sell
2022
Q1
$68K Buy
2021
Q4
$62K Hold
2021
Q3
$58K Buy
2019
Q2
Sell
2019
Q1
$7K Buy