Modus Advisors’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 | $4.75M | Buy |
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|
2025
Q1 | $3.98M | Sell |
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|
2024
Q4 | $4.4M | Buy |
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|
2024
Q3 | $4.72M | Buy |
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|
2024
Q2 | $3.75M | Buy |
|
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|
2024
Q1 | $4.1M | Buy |
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|
2023
Q4 | $3.27M | Sell |
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|
2023
Q3 | $3.05M | Buy |
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|
2023
Q2 | $2.73M | Buy |
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|
2023
Q1 | $2.46M | Buy |
|
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $2.25M | Sell |
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|
2021
Q1 | $2.44M | Buy |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $33K | Buy |
|