Prime Capital 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 | $11M | Sell |
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2025
Q1 | $9.89M | Buy |
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2024
Q4 | $9.34M | Sell |
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2024
Q3 | $11.4M | Buy |
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2024
Q2 | $8.97M | Sell |
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2024
Q1 | $10.4M | Sell |
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2023
Q4 | $8.38M | Buy |
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2023
Q3 | $6.95M | Sell |
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2023
Q2 | $9.94M | Buy |
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2023
Q1 | $8.72M | Buy |
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2022
Q4 | $3.89M | Buy |
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2022
Q3 | $1.51M | Buy |
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2022
Q2 | $1.5M | Sell |
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2022
Q1 | $4.9M | Sell |
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2021
Q4 | $4.91M | Sell |
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2021
Q3 | $6.3M | Sell |
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2021
Q2 | $10M | Sell |
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2021
Q1 | $11.2M | Buy |
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2020
Q4 | $3.3M | Buy |
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2020
Q3 | $2.59M | Buy |
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2020
Q2 | $390K | Sell |
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2020
Q1 | $1.5M | Sell |
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2019
Q4 | $2.02M | Buy |
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2019
Q3 | $248K | Sell |
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2019
Q2 | $2.55M | Buy |
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2019
Q1 | $753K | Sell |
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2018
Q4 | $872K | Sell |
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2018
Q3 | $1.48M | Sell |
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2018
Q2 | $1.38M | Buy |
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2018
Q1 | $811K | Buy |
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2017
Q4 | $347K | Buy |
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