Patton Albertson Miller 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 | $2.05M | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.93M | Hold |
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|
2024
Q3 | $2.09M | Hold |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $822K | Sell |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $697K | Sell |
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|
2023
Q2 | $644K | Sell |
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|
2023
Q1 | $677K | Sell |
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|
2022
Q4 | $711K | Sell |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $650K | Sell |
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|
2022
Q1 | $830K | Buy |
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|
2021
Q4 | $633K | Buy |
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|
2021
Q3 | $576K | Buy |
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|
2021
Q2 | $575K | Sell |
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|
2021
Q1 | $751K | Sell |
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|
2020
Q4 | $656K | Sell |
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|
2020
Q3 | $530K | Hold |
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|
2020
Q2 | $449K | Hold |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $600K | Buy |
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|
2019
Q3 | $477K | Sell |
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|
2019
Q2 | $486K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $216K | Sell |
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|
2013
Q2 | $306K | Buy |
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