Morse Asset Management’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 | $568K | Sell |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $991K | Hold |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $971K | Buy |
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|
2022
Q4 | $897K | Sell |
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|
2022
Q3 | $647K | Buy |
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|
2022
Q2 | $674K | Buy |
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|
2022
Q1 | $663K | Buy |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $463K | Sell |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $2.23M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $290K | Sell |
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|
2020
Q1 | $569K | Sell |
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|
2019
Q4 | $959K | Sell |
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|
2019
Q3 | $934K | Sell |
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|
2019
Q2 | $2.87M | Sell |
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|
2019
Q1 | $2.95M | Buy |
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|
2018
Q4 | $2.65M | Sell |
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|
2018
Q3 | $3.19M | Buy |
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|
2018
Q2 | $2.74M | Buy |
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|
2018
Q1 | $2.86M | Sell |
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|
2017
Q4 | $3.14M | Sell |
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|
2017
Q3 | $2.5M | Sell |
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|
2017
Q2 | $2.18M | Buy |
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|
2017
Q1 | $923K | Buy |
|