Montis Financial’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 | $1.75M | Sell |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.21M | Hold |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $937K | Buy |
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|
2022
Q4 | $959K | Hold |
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|
2022
Q3 | $657K | Sell |
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|
2022
Q2 | $717K | Sell |
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|
2022
Q1 | $895K | Sell |
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|
2021
Q4 | $833K | Buy |
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|
2021
Q3 | $681K | Buy |
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|
2021
Q2 | $766K | Hold |
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|
2021
Q1 | $819K | Hold |
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|
2020
Q4 | $636K | Buy |
|