Richard Bernstein 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 | $5.19M | Sell |
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|
2025
Q1 | $4.78M | Sell |
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|
2024
Q4 | $5.47M | Hold |
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|
2024
Q3 | $5.89M | Hold |
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|
2024
Q2 | $5.02M | Buy |
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|
2024
Q1 | $5.52M | Hold |
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|
2023
Q4 | $4.46M | Buy |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $3.27M | Hold |
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|
2023
Q1 | $3.04M | Hold |
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|
2022
Q4 | $3.18M | Hold |
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|
2022
Q3 | $2.18M | Hold |
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|
2022
Q2 | $2.38M | Hold |
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|
2022
Q1 | $2.96M | Hold |
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|
2021
Q4 | $2.75M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7.88M | Hold |
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|
2018
Q3 | $9.46M | Buy |
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|
2018
Q2 | $5.27M | Buy |
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|
2018
Q1 | $5.52M | Hold |
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|
2017
Q4 | $5.9M | Buy |
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|
2017
Q3 | $4.32M | Hold |
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|
2017
Q2 | $3.72M | Hold |
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|
2017
Q1 | $3.21M | Hold |
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|
2016
Q4 | $3.21M | Hold |
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|
2016
Q3 | $3.07M | Hold |
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|
2016
Q2 | $2.63M | Hold |
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|
2016
Q1 | $2.65M | Buy |
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