Raab & Moskowitz Asset Management’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 | $678K | Buy |
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|
2025
Q1 | $573K | Buy |
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|
2024
Q4 | $624K | Sell |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $581K | Hold |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $522K | Hold |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $413K | Hold |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $118K | Sell |
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|
2019
Q3 | $333K | Sell |
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|
2019
Q2 | $414K | Hold |
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|
2019
Q1 | $411K | Sell |
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|
2018
Q4 | $474K | Buy |
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|
2018
Q3 | $468K | Buy |
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|
2018
Q2 | $415K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $282K | Buy |
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|
2015
Q2 | $346K | Sell |
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|
2015
Q1 | $444K | Sell |
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|
2014
Q4 | $654K | Sell |
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|
2014
Q3 | $2.24M | Sell |
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|
2014
Q2 | $2.59M | Buy |
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|
2014
Q1 | $1.22M | Sell |
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|
2013
Q4 | $1.71M | Buy |
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