Novare 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
Q2 | $353K | Hold |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $802K | Hold |
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|
2024
Q3 | $864K | Hold |
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|
2024
Q2 | $736K | Hold |
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|
2024
Q1 | $810K | Buy |
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|
2023
Q4 | $485K | Hold |
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|
2023
Q3 | $448K | Hold |
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|
2023
Q2 | $404K | Hold |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $381K | Sell |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $217K | Hold |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $280K | Buy |
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|
2018
Q1 | $273K | Hold |
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|
2017
Q4 | $292K | Sell |
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|
2017
Q3 | $319K | Buy |
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|
2017
Q2 | $236K | Hold |
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|
2017
Q1 | $204K | Hold |
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|
2016
Q4 | $204K | Sell |
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|
2016
Q3 | $238K | Buy |
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