Neo Ivy Capital 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
Q3
$604K Buy
2024
Q3
Sell
2024
Q2
$2.89M Buy
2023
Q4
Sell
2023
Q3
$480K Buy
2022
Q1
Sell
2021
Q4
$48K Buy
2021
Q3
Sell
2021
Q2
$204K Buy
2021
Q1
$3K Buy