Peddock Capital 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
Q3 | $304K | Hold |
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|
2025
Q2 | $247K | Hold |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $223K | Hold |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $45K | Hold |
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|
2016
Q3 | $43K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $247K | Sell |
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|
2014
Q4 | $360K | Hold |
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|
2014
Q3 | $389K | Hold |
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|
2014
Q2 | $427K | Hold |
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|
2014
Q1 | $390K | Hold |
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|
2013
Q4 | $357K | Buy |
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