Rockbridge Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $299K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $20.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.32K | Hold |
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|
2022
Q1 | $2.86K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $3K | Sell |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $14K | Buy |
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