Moneta Group Investment 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 | $4.31M | Buy |
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|
2025
Q1 | $3.61M | Sell |
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|
2024
Q4 | $4.02M | Sell |
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|
2024
Q3 | $4.4M | Buy |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.86M | Buy |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.11M | Buy |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $563K | Sell |
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $529K | Buy |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | $422K | Buy |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $344K | Sell |
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|
2019
Q1 | $727K | Buy |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $564K | Sell |
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|
2018
Q2 | $685K | Buy |
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|
2018
Q1 | $387K | Buy |
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|
2017
Q4 | $252K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $61K | Buy |
|