ProVise Management 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 | $224K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $205K | Sell |
|
|||||
|
2024
Q3 | $487K | Buy |
|
|||||
|
2024
Q2 | $402K | Buy |
|
|||||
|
2024
Q1 | $324K | Hold |
|
|||||
|
2023
Q4 | $261K | Buy |
|
|||||
|
2023
Q3 | $239K | Sell |
|
|||||
|
2023
Q2 | $233K | Hold |
|
|||||
|
2023
Q1 | $216K | Sell |
|
|||||
|
2022
Q4 | $327K | Buy |
|
|||||
|
2022
Q3 | $219K | Sell |
|
|||||
|
2022
Q2 | $262K | Sell |
|
|||||
|
2022
Q1 | $328K | Buy |
|
|||||
|
2021
Q4 | $291K | Buy |
|
|||||
|
2021
Q3 | $261K | Buy |
|
|||||
|
2021
Q2 | $294K | Sell |
|
|||||
|
2021
Q1 | $455K | Buy |
|
|||||
|
2020
Q4 | $331K | Buy |
|