Private Portfolio Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $203K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $264K | Buy |
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