Michael J. Puzo’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 | $928K | Sell |
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|
2025
Q1 | $821K | Sell |
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|
2024
Q4 | $983K | Hold |
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|
2024
Q3 | $1.06M | Hold |
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|
2024
Q2 | $903K | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $928K | Sell |
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|
2023
Q2 | $966K | Sell |
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|
2023
Q1 | $921K | Hold |
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|
2022
Q4 | $964K | Hold |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $720K | Hold |
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|
2022
Q1 | $897K | Sell |
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|
2021
Q4 | $925K | Buy |
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|
2021
Q3 | $782K | Sell |
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|
2021
Q2 | $930K | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $892K | Sell |
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|
2020
Q3 | $790K | Sell |
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|
2020
Q2 | $746K | Hold |
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|
2020
Q1 | $685K | Sell |
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|
2019
Q4 | $886K | Hold |
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|
2019
Q3 | $758K | Buy |
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|
2019
Q2 | $436K | Buy |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $204K | Hold |
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|
2018
Q1 | $221K | Hold |
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|
2017
Q4 | $236K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $200K | Sell |
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|
2014
Q4 | $273K | Buy |
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|
2014
Q3 | $288K | Buy |
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|
2014
Q2 | $277K | Sell |
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|
2014
Q1 | $253K | Hold |
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|
2013
Q4 | $231K | Sell |
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|
2013
Q3 | $230K | Buy |
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|
2013
Q2 | $227K | Buy |
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