Proficio Capital Partners’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 | $369K | Sell |
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|
2025
Q2 | $873K | Buy |
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|
2025
Q1 | $733K | Buy |
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|
2024
Q4 | $805K | Buy |
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|
2024
Q3 | $627K | Sell |
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|
2024
Q2 | $696K | Buy |
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|
2024
Q1 | $756K | Buy |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $524K | Buy |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q3 | $456K | Sell |
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|
2021
Q2 | $530K | Buy |
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|
2021
Q1 | $557K | Buy |
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|
2020
Q4 | $287K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $76K | Sell |
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|
2019
Q1 | $110K | Buy |
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|
2018
Q4 | $81K | Buy |
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|
2018
Q3 | $79K | Buy |
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|
2018
Q2 | $67K | Buy |
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|
2018
Q1 | $72K | Buy |
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|
2017
Q4 | $69K | Buy |
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|
2017
Q3 | $53K | Buy |
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|
2017
Q2 | $48K | Buy |
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|
2017
Q1 | $43K | Buy |
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|
2016
Q4 | $19K | Buy |
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|
2016
Q3 | $15K | Hold |
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|
2016
Q2 | $14K | Buy |
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|
2016
Q1 | $7K | Buy |
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|
2015
Q4 | $6K | Buy |
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