McKinley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $979K | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.38M | Buy |
|
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11.3M | Buy |
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|
2018
Q3 | $12.5M | Sell |
|
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|
2018
Q2 | $11.6M | Sell |
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|
2018
Q1 | $15.8M | Sell |
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|
2017
Q4 | $17.4M | Buy |
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|
2017
Q3 | $2.42M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $449K | Buy |
|