Martin Capital 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 | $1.01M | Hold |
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|
2025
Q2 | $820K | Hold |
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|
2025
Q1 | $696K | Sell |
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|
2024
Q4 | $838K | Buy |
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|
2024
Q3 | $806K | Hold |
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|
2024
Q2 | $687K | Hold |
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|
2024
Q1 | $755K | Sell |
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|
2023
Q4 | $611K | Hold |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $471K | Hold |
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|
2023
Q1 | $438K | Sell |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $509K | Hold |
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|
2022
Q1 | $634K | Hold |
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|
2021
Q4 | $588K | Buy |
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