Richard C. Young & Co’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 | $20.6M | Sell |
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|
2025
Q1 | $18M | Sell |
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|
2024
Q4 | $20.2M | Sell |
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|
2024
Q3 | $22.2M | Buy |
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|
2024
Q2 | $18.8M | Buy |
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|
2024
Q1 | $20.7M | Sell |
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|
2023
Q4 | $16.9M | Buy |
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|
2023
Q3 | $15.2M | Buy |
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|
2023
Q2 | $13.6M | Buy |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $8.71M | Buy |
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|
2022
Q2 | $9.33M | Buy |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $10M | Buy |
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|
2021
Q3 | $9.28M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $7.89M | Buy |
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|
2020
Q3 | $6.16M | Buy |
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|
2020
Q2 | $4.92M | Buy |
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|
2020
Q1 | $565K | Buy |
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