Matthew Hamilton Rosenberg’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 | $602K | Buy |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $462K | Buy |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $372K | Hold |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $127K | Buy |
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|
2020
Q3 | $87K | Hold |
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|
2020
Q2 | $74K | Sell |
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|
2020
Q1 | $78K | Buy |
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