Sageworth Trust’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 | $2.19M | Buy |
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|
2025
Q2 | $293K | Buy |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $172K | Hold |
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|
2022
Q4 | $180K | Hold |
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|
2022
Q3 | $123K | Hold |
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|
2022
Q2 | $134K | Hold |
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|
2022
Q1 | $167K | Hold |
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|
2021
Q4 | $155K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $163K | Hold |
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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 | Hold |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $74K | Hold |
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|
2019
Q3 | $63K | Sell |
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|
2019
Q2 | $81K | Hold |
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|
2019
Q1 | $81K | Hold |
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|
2018
Q4 | $76K | Hold |
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|
2018
Q3 | $90K | Hold |
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|
2018
Q2 | $81K | Hold |
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|
2018
Q1 | $88K | Buy |
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|
2017
Q4 | $94K | Sell |
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|
2017
Q3 | $74K | Hold |
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|
2017
Q2 | $64K | Buy |
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|
2017
Q1 | $46K | Sell |
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|
2016
Q4 | $55K | Buy |
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