Quest Investment Management’s Caterpillar CAT Stock Holding History

Quest Investment Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.71M	Hold
2025 Q1	$2.3M	Hold
2024 Q4	$2.53M	Hold
2024 Q3	$2.73M	Hold
2024 Q2	$2.32M	Hold
2024 Q1	$2.55M	Hold
2023 Q4	$2.06M	Sell
2023 Q3	$1.96M	Hold
2023 Q2	$1.77M	Sell
2023 Q1	$1.74M	Hold
2022 Q4	$1.82M	Hold
2022 Q3	$1.25M	Hold
2022 Q2	$1.36M	Hold
2022 Q1	$1.69M	Hold
2021 Q4	$1.57M	Hold
2021 Q3	$1.46M	Hold
2021 Q2	$1.65M	Hold
2021 Q1	$1.76M	Sell
2020 Q4	$1.39M	Hold
2020 Q3	$1.14M	Hold
2020 Q2	$962K	Hold
2020 Q1	$883K	Hold
2019 Q4	$1.12M	Hold
2019 Q3	$961K	Hold
2019 Q2	$1.04M	Hold
2019 Q1	$1.03M	Hold
2018 Q4	$967K	Hold
2018 Q3	$1.16M	Hold
2018 Q2	$1.03M	Hold
2018 Q1	$1.12M	Hold
2017 Q4	$1.2M	Hold
2017 Q3	$949K	Sell
2017 Q2	$839K	Buy
2017 Q1	$690K	Hold
2016 Q4	$690K	Hold
2016 Q3	$660K	Hold
2016 Q2	$564K	Hold
2016 Q1	$569K	Sell
2015 Q4	$519K	Hold
2015 Q3	$499K	Hold
2015 Q2	$647K	Hold
2015 Q1	$611K	Sell
2014 Q4	$704K	Hold
2014 Q3	$761K	Hold
2014 Q2	$835K	Hold
2014 Q1	$764K	Sell
2013 Q4	$703K	Hold
2013 Q3	$645K	Hold
2013 Q2	$638K	Buy