Operose Advisors’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 | $695K | Buy |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $746K | Buy |
|
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $597K | Buy |
|
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|
2023
Q4 | $481K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $319K | Buy |
|