Mirador Capital Partners’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
$695K Sell
2025
Q2
$567K Hold
2025
Q1
$481K Buy
2024
Q4
$274K Sell
2024
Q3
$301K Sell
2024
Q2
$259K Sell
2024
Q1
$322K Sell
2023
Q4
$269K Sell
2023
Q3
$423K Sell
2023
Q2
$383K Buy
2021
Q4
Sell
2021
Q3
$621K Buy
2021
Q2
$674K Buy
2021
Q1
$219K Buy