Mogy Joel R Investment Counsel’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 | $573K | Hold |
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|
2025
Q2 | $466K | Hold |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $510K | Buy |
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|
2024
Q2 | $400K | Hold |
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|
2024
Q1 | $440K | Buy |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $246K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $209K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $237K | Buy |
|