Means Investment Company’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 | $882K | Sell |
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|
2025
Q1 | $756K | Sell |
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|
2024
Q4 | $983K | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $999K | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $903K | Buy |
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|
2023
Q3 | $804K | Buy |
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|
2023
Q2 | $666K | Buy |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $301K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $1.79M | Buy |
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|
2019
Q2 | $1.56M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $985K | Buy |
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