McElhenny Sheffield Capital 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 | $1.01M | Buy |
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|
2025
Q2 | $800K | Hold |
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|
2025
Q1 | $680K | Buy |
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|
2024
Q4 | $747K | Buy |
|
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|
2024
Q3 | $801K | Buy |
|
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|
2024
Q2 | $679K | Sell |
|
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|
2024
Q1 | $751K | Hold |
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|
2023
Q4 | $606K | Hold |
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|
2023
Q3 | $560K | Hold |
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|
2023
Q2 | $504K | Sell |
|
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $483K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $360K | Hold |
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|
2022
Q1 | $449K | Sell |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $389K | Buy |
|