Pinnacle West Asset Management’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
$1.89M Sell
2025
Q1
$1.61M Hold
2024
Q4
$1.78M Sell
2024
Q3
$1.92M Buy
2024
Q2
$1.62M Sell
2024
Q1
$1.79M Sell
2023
Q4
$1.45M Buy
2023
Q3
$1.3M Buy
2023
Q2
$1.13M Sell
2023
Q1
$1.05M Buy