Rossmore Private Capital’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 | $2.01M | Buy |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $943K | Hold |
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|
2023
Q3 | $871K | Buy |
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|
2023
Q2 | $768K | Sell |
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|
2023
Q1 | $719K | Sell |
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|
2022
Q4 | $768K | Buy |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $600K | Hold |
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|
2021
Q4 | $557K | Hold |
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|
2021
Q3 | $517K | Hold |
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|
2021
Q2 | $586K | Hold |
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|
2021
Q1 | $624K | Buy |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $335K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $107K | Buy |
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