MSH Capital 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 | $962K | Buy |
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|
2025
Q1 | $684K | Hold |
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|
2024
Q4 | $752K | Sell |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $713K | Sell |
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|
2024
Q1 | $795K | Buy |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $583K | Hold |
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $467K | Hold |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $363K | Buy |
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