Pekin Hardy Strauss’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 | $424K | Buy |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $383K | Sell |
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|
2016
Q2 | $477K | Sell |
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|
2016
Q1 | $542K | Sell |
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|
2015
Q4 | $604K | Buy |
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|
2015
Q3 | $529K | Buy |
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|
2015
Q2 | $669K | Buy |
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|
2015
Q1 | $574K | Buy |
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|
2014
Q4 | $408K | Buy |
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|
2014
Q3 | $398K | Buy |
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|
2014
Q2 | $372K | Sell |
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|
2014
Q1 | $419K | Buy |
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|
2013
Q4 | $383K | Buy |
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|
2013
Q3 | $327K | Buy |
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|
2013
Q2 | $315K | Buy |
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