Ranch Capital 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 | $644K | Buy |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $647K | Sell |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $675K | Buy |
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|
2023
Q4 | $535K | Sell |
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|
2023
Q3 | $498K | Sell |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $425K | Sell |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $467K | Buy |
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|
2020
Q4 | $366K | Buy |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | $147K | Buy |
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