North Star Investment 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 | $5.43M | Buy |
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|
2025
Q2 | $4.42M | Sell |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $4.47M | Buy |
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|
2024
Q3 | $4.81M | Buy |
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|
2024
Q2 | $4.1M | Sell |
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|
2024
Q1 | $5.51M | Buy |
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|
2023
Q4 | $4.38M | Buy |
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|
2023
Q3 | $4.04M | Sell |
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|
2023
Q2 | $3.83M | Sell |
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|
2023
Q1 | $3.57M | Sell |
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|
2022
Q4 | $3.74M | Buy |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $3.1M | Sell |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $2.65M | Buy |
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|
2021
Q2 | $2.99M | Buy |
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|
2021
Q1 | $3.19M | Hold |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $2.05M | Sell |
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|
2020
Q2 | $1.74M | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $3.36M | Buy |
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|
2019
Q3 | $2.83M | Buy |
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|
2019
Q2 | $2.97M | Buy |
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|
2019
Q1 | $2.53M | Buy |
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|
2018
Q4 | $1.23M | Buy |
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|
2018
Q3 | $1.46M | Hold |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $1.34M | Hold |
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|
2017
Q4 | $1.43M | Hold |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $819K | Sell |
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|
2017
Q1 | $740K | Buy |
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|
2016
Q4 | $717K | Buy |
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|
2016
Q3 | $514K | Sell |
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|
2016
Q2 | $449K | Buy |
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|
2016
Q1 | $434K | Hold |
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|
2015
Q4 | $385K | Hold |
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|
2015
Q3 | $370K | Hold |
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|
2015
Q2 | $481K | Sell |
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|
2015
Q1 | $564K | Sell |
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|
2014
Q4 | $668K | Sell |
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|
2014
Q3 | $748K | Buy |
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|
2014
Q2 | $675K | Buy |
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|
2014
Q1 | $595K | Sell |
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|
2013
Q4 | $581K | Buy |
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|
2013
Q3 | $519K | Sell |
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|
2013
Q2 | $544K | Buy |
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