NTV 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 | $411K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $231K | Buy |
|