Mayflower Financial 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 | $2.56M | Buy |
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|
2025
Q2 | $1.55M | Buy |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.55M | Buy |
|
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $978K | Sell |
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|
2023
Q1 | $930K | Sell |
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|
2022
Q4 | $979K | Buy |
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|
2022
Q3 | $664K | Sell |
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|
2022
Q2 | $728K | Sell |
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|
2022
Q1 | $907K | Sell |
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|
2021
Q4 | $859K | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | $865K | Sell |
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|
2021
Q1 | $937K | Buy |
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|
2020
Q4 | $649K | Buy |
|