Monte Financial Group’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 | $577K | Hold |
|
|||||
|
2025
Q2 | $469K | Hold |
|
|||||
|
2025
Q1 | $356K | Sell |
|
|||||
|
2024
Q4 | $459K | Sell |
|
|||||
|
2024
Q3 | $499K | Hold |
|
|||||
|
2024
Q2 | $425K | Sell |
|
|||||
|
2024
Q1 | $573K | Sell |
|
|||||
|
2023
Q4 | $4.65M | Sell |
|
|||||
|
2023
Q3 | $4.92M | Sell |
|
|||||
|
2023
Q2 | $5.4M | Buy |
|
|||||
|
2023
Q1 | $4.94M | Sell |
|
|||||
|
2022
Q4 | $5.48M | Sell |
|
|||||
|
2022
Q3 | $4.24M | Buy |
|
|||||
|
2022
Q2 | $4.51M | Buy |
|
|||||
|
2022
Q1 | $5.55M | Buy |
|
|||||
|
2021
Q4 | $5.1M | Buy |
|
|||||
|
2021
Q3 | $4.22M | Buy |
|
|||||
|
2021
Q2 | $4.74M | Buy |
|
|||||
|
2021
Q1 | $4.37M | Sell |
|
|||||
|
2020
Q4 | $3.44M | Buy |
|
|||||
|
2020
Q3 | $2.81M | Sell |
|
|||||
|
2020
Q2 | $2.63M | Sell |
|
|||||
|
2020
Q1 | $3.2M | Sell |
|
|||||
|
2019
Q4 | $4.13M | Sell |
|
|||||
|
2019
Q3 | $3.54M | Buy |
|
|||||
|
2019
Q2 | $3.08M | Buy |
|
|||||
|
2019
Q1 | $2.74M | Buy |
|
|||||
|
2018
Q4 | $2.38M | Sell |
|
|||||
|
2018
Q3 | $2.97M | Buy |
|
|||||
|
2018
Q2 | $2.58M | Buy |
|
|||||
|
2018
Q1 | $2.6M | Sell |
|
|||||
|
2017
Q4 | $2.99M | Buy |
|