Naples Global 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 | $3.99M | Buy |
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|
2025
Q1 | $3.38M | Buy |
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|
2024
Q4 | $3.57M | Sell |
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|
2024
Q3 | $3.93M | Sell |
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|
2024
Q2 | $3.39M | Sell |
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|
2024
Q1 | $3.74M | Sell |
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|
2023
Q4 | $3.09M | Buy |
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|
2023
Q3 | $2.84M | Buy |
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|
2023
Q2 | $2.48M | Buy |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $1.97M | Buy |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $975K | Sell |
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|
2020
Q1 | $943K | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $798K | Buy |
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|
2019
Q2 | $600K | Buy |
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|
2019
Q1 | $506K | Buy |
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|
2018
Q4 | $490K | Buy |
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|
2018
Q3 | $478K | Buy |
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|
2018
Q2 | $242K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $458K | Sell |
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|
2015
Q1 | $473K | Buy |
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|
2014
Q4 | $510K | Buy |
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|
2014
Q3 | $540K | Hold |
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|
2014
Q2 | $592K | Buy |
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|
2014
Q1 | $534K | Buy |
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|
2013
Q4 | $417K | Buy |
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