S.A. Mason’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 | $618K | Buy |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $447K | Buy |
|
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|
2024
Q3 | $464K | Hold |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $164K | Hold |
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|
2022
Q2 | $179K | Hold |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $207K | Hold |
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|
2021
Q3 | $192K | Hold |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | $174K | Hold |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $112K | Buy |
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|
2020
Q2 | $63K | Sell |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $148K | Buy |
|