Perennial Investment 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
Q2 | $660K | Buy |
|
|||||
|
2025
Q1 | $403K | Buy |
|
|||||
|
2024
Q4 | $418K | Buy |
|
|||||
|
2024
Q3 | $411K | Sell |
|
|||||
|
2024
Q2 | $351K | Buy |
|
|||||
|
2024
Q1 | $378K | Sell |
|
|||||
|
2023
Q4 | $345K | Sell |
|
|||||
|
2023
Q3 | $355K | Sell |
|
|||||
|
2023
Q2 | $324K | Sell |
|
|||||
|
2023
Q1 | $306K | Buy |
|
|||||
|
2022
Q4 | $285K | Buy |
|