Private Advisory Group’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 | $299K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $609K | Buy |
|
|||||
|
2021
Q1 | $203K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $2.13M | Sell |
|
|||||
|
2019
Q3 | $2.07M | Buy |
|
|||||
|
2019
Q2 | $2.21M | Buy |
|
|||||
|
2019
Q1 | $1.48M | Hold |
|
|||||
|
2018
Q4 | $1.48M | Buy |
|
|||||
|
2018
Q3 | $1.61M | Buy |
|
|||||
|
2018
Q2 | $1.49M | Sell |
|
|||||
|
2018
Q1 | $1.67M | Buy |
|
|||||
|
2017
Q4 | $1.51M | Sell |
|
|||||
|
2017
Q3 | $1.23M | Buy |
|
|||||
|
2017
Q2 | $862K | Buy |
|
|||||
|
2017
Q1 | $642K | Sell |
|
|||||
|
2016
Q4 | $858K | Buy |
|