Mount Yale 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 | $669K | Sell |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $701K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $683K | Buy |
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|
2023
Q4 | $322K | Buy |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $378K | Sell |
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|
2021
Q3 | $375K | Sell |
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|
2021
Q2 | $509K | Sell |
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|
2021
Q1 | $599K | Buy |
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|
2020
Q4 | $438K | Buy |
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|
2020
Q3 | $334K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $28K | Sell |
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|
2018
Q1 | $53K | Buy |
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