Private Asset Management’s Caterpillar CAT Stock Holding History

Private Asset Management’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.01M	Sell
2023 Q2	$1.14M	Sell
2023 Q1	$1.25M	Sell
2022 Q4	$1.41M	Sell
2022 Q3	$1.05M	Buy
2022 Q2	$1.07M	Buy
2022 Q1	$1.32M	Sell
2021 Q4	$1.37M	Buy
2021 Q3	$1.25M	Buy
2021 Q2	$1.15M	Sell
2021 Q1	$1.27M	Buy
2020 Q4	$998K	Sell
2020 Q3	$1.22M	Sell
2020 Q2	$1.07M	Sell
2020 Q1	$1.06M	Sell
2019 Q4	$1.4M	Sell
2019 Q3	$1.25M	Sell
2019 Q2	$1.38M	Buy
2019 Q1	$1.25M	Buy
2018 Q4	$1M	Buy
2017 Q3	–	Sell
2017 Q2	$247K	Hold
2017 Q1	$213K	Sell
2016 Q4	$285K	Buy
2016 Q3	$264K	Sell
2016 Q2	$245K	Sell
2016 Q1	$262K	Hold
2015 Q4	$233K	Sell
2015 Q3	$237K	Hold
2015 Q2	$308K	Sell
2015 Q1	$414K	Hold
2014 Q4	$474K	Hold
2014 Q3	$513K	Buy
2014 Q2	$541K	Hold
2014 Q1	$495K	Hold
2013 Q4	$452K	Sell
2013 Q3	$426K	Buy
2013 Q2	$413K	Buy