Roman Butler Fullerton & 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
Q3 | $3.03M | Buy |
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|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $986K | Sell |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | $664K | Buy |
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $755K | Buy |
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|
2021
Q3 | $722K | Buy |
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|
2021
Q2 | $793K | Sell |
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|
2021
Q1 | $969K | Sell |
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|
2020
Q4 | $803K | Buy |
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|
2020
Q3 | $600K | Sell |
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|
2020
Q2 | $885K | Buy |
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|
2020
Q1 | $757K | Buy |
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|
2019
Q4 | $933K | Buy |
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|
2019
Q3 | $818K | Buy |
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|
2019
Q2 | $784K | Buy |
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|
2019
Q1 | $654K | Sell |
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|
2018
Q4 | $907K | Buy |
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