MBA 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 | $390K | Buy |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $608K | Sell |
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|
2023
Q4 | $526K | Hold |
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $413K | Hold |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $272 | Hold |
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|
2021
Q1 | $290 | Buy |
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