Pettee Investors’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 | $374K | Hold |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $329K | Hold |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $333K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $211K | Sell |
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|
2020
Q4 | $256K | Hold |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Hold |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $265K | Sell |
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|
2018
Q4 | $280K | Sell |
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|
2018
Q3 | $356K | Hold |
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|
2018
Q2 | $316K | Hold |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $367K | Hold |
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|
2017
Q3 | $291K | Hold |
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|
2017
Q2 | $251K | Hold |
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|
2017
Q1 | $216K | Hold |
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|
2016
Q4 | $216K | Hold |
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|
2016
Q3 | $207K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $201K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $219K | Hold |
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|
2014
Q3 | $237K | Hold |
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|
2014
Q2 | $261K | Hold |
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|
2014
Q1 | $238K | Hold |
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|
2013
Q4 | $218K | Buy |
|