Patriot Financial Group Insurance Agency’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 | $829K | Sell |
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|
2025
Q2 | $745K | Buy |
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|
2025
Q1 | $630K | Sell |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $725K | Sell |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $453K | Buy |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $403K | Sell |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q3 | $147K | Buy |
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|
2020
Q2 | $118K | Sell |
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|
2020
Q1 | $127K | Buy |
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|
2019
Q4 | $117K | Sell |
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|
2019
Q3 | $126K | Sell |
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|
2019
Q2 | $228K | Buy |
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|
2019
Q1 | $191K | Sell |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $197K | Sell |
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|
2018
Q1 | $264K | Buy |
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|
2017
Q4 | $185K | Buy |
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|
2017
Q3 | $40K | Buy |
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|
2017
Q2 | $1K | Buy |
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