Patten & Patten’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 | $1.78M | Sell |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $869K | Buy |
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|
2022
Q4 | $909K | Sell |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $706K | Buy |
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|
2022
Q1 | $773K | Sell |
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|
2021
Q4 | $718K | Buy |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $665K | Buy |
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|
2021
Q1 | $705K | Buy |
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|
2020
Q4 | $553K | Buy |
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|
2020
Q3 | $438K | Sell |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $343K | Buy |
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|
2019
Q3 | $274K | Buy |
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|
2019
Q2 | $265K | Sell |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $274K | Hold |
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|
2018
Q1 | $298K | Hold |
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|
2017
Q4 | $318K | Buy |
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|
2017
Q3 | $229K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $332K | Sell |
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|
2015
Q3 | $334K | Sell |
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|
2015
Q2 | $514K | Sell |
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|
2015
Q1 | $495K | Buy |
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|
2014
Q4 | $520K | Buy |
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|
2014
Q3 | $539K | Buy |
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|
2014
Q2 | $575K | Sell |
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|
2014
Q1 | $864K | Sell |
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|
2013
Q4 | $903K | Buy |
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|
2013
Q3 | $815K | Sell |
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|
2013
Q2 | $3.35M | Buy |
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