North Star 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 | $892K | Sell |
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|
2025
Q1 | $774K | Buy |
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|
2024
Q4 | $820K | Buy |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $379K | Hold |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $380K | Buy |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $506K | Sell |
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|
2021
Q2 | $669K | Buy |
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|
2021
Q1 | $600K | Hold |
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|
2020
Q4 | $471K | Sell |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $340K | Hold |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $656K | Sell |
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|
2019
Q3 | $569K | Hold |
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|
2019
Q2 | $613K | Sell |
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|
2019
Q1 | $623K | Sell |
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|
2018
Q4 | $598K | Buy |
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|
2018
Q3 | $715K | Buy |
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|
2018
Q2 | $585K | Buy |
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|
2018
Q1 | $632K | Sell |
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|
2017
Q4 | $739K | Buy |
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|
2017
Q3 | $248K | Hold |
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|
2017
Q2 | $214K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $204K | Sell |
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|
2013
Q2 | $210K | Buy |
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