Prudent Man Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Hold |
|
|||||
|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Hold |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $96K | Hold |
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|
2023
Q1 | $89K | Hold |
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|
2022
Q4 | $93K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $81K | Hold |
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|
2021
Q3 | $75K | Hold |
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|
2021
Q2 | $85K | Hold |
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|
2021
Q1 | $90K | Buy |
|