Patten Group’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 | $779K | Buy |  | |||||
| 2025 Q1 | $608K | Sell |  | |||||
| 2024 Q4 | $678K | Sell |  | |||||
| 2024 Q3 | $740K | Sell |  | |||||
| 2024 Q2 | $659K | Buy |  | |||||
| 2024 Q1 | $724K | Buy |  | |||||
| 2023 Q4 | $584K | Buy |  | |||||
| 2023 Q3 | $538K | Sell |  | |||||
| 2023 Q2 | $497K | Buy |  | |||||
| 2023 Q1 | $461K | Buy |  | |||||
| 2022 Q4 | $410K | Buy |  | |||||
| 2022 Q3 | $303K | Buy |  | |||||
| 2022 Q2 | $270K | Buy |  | |||||
| 2022 Q1 | $215K | Buy |  | |||||
| 2021 Q4 | – | Sell |  | |||||
| 2021 Q3 | $208K | Sell |  | |||||
| 2021 Q2 | $317K | Buy |  | |||||
| 2021 Q1 | $325K | Buy |  | |||||
| 2020 Q4 | $255K | Buy |  | |||||
| 2019 Q1 | – | Sell |  | |||||
| 2018 Q4 | $161K | Buy |  | |||||
| 2018 Q3 | $191K | Buy |  | |||||
| 2018 Q2 | $169K | Buy |  | |||||
| 2018 Q1 | $110K | Buy |  | |||||
| 2017 Q4 | $117K | Buy |  | |||||
| 2017 Q3 | $88K | Buy |  | |||||
| 2017 Q2 | $81K | Buy |  | |||||
| 2017 Q1 | $67K | Sell |  | |||||
| 2016 Q4 | $79K | Sell |  | |||||
| 2016 Q3 | $99.9K | Buy |  | |||||
| 2016 Q2 | $86.7K | Buy |  | |||||
| 2016 Q1 | $87K | Buy |  | |||||
| 2015 Q4 | $66.1K | Sell |  | |||||
| 2015 Q3 | $189K | Buy |  | |||||
| 2015 Q2 | $220K | Buy |  | |||||
| 2015 Q1 | $207K | Sell |  | |||||
| 2014 Q4 | $288K | Buy |  |