Pinkerton Retirement Specialists’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.49M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $8K | Buy |
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|
2017
Q4 | $2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $32K | Buy |
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|
2017
Q1 | $5K | Sell |
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|
2016
Q4 | $43K | Sell |
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|
2016
Q3 | $517K | Buy |
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|
2016
Q2 | $31K | Buy |
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