PSI 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 | $642K | Sell |
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2025
Q1 | $620K | Sell |
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2024
Q4 | $897K | Buy |
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2024
Q3 | $914K | Buy |
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2024
Q2 | $750K | Buy |
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2024
Q1 | $812K | Sell |
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2023
Q4 | $787K | Buy |
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2023
Q3 | $644K | Sell |
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2023
Q2 | $1.12M | Buy |
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2023
Q1 | $539K | Sell |
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2022
Q4 | $1M | Sell |
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2022
Q3 | $859K | Sell |
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2022
Q2 | $945K | Buy |
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2022
Q1 | $1.13M | Sell |
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2021
Q4 | $1.37M | Buy |
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2021
Q3 | $1.14M | Buy |
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2021
Q2 | $645K | Buy |
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2021
Q1 | $468K | Sell |
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2020
Q4 | $423K | Sell |
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2020
Q3 | $1M | Sell |
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2020
Q2 | $951K | Buy |
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2020
Q1 | $816K | Buy |
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2019
Q4 | $1.01M | Buy |
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