Sand Hill Global Advisors’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 | $355K | Sell |
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|
2025
Q2 | $302K | Buy |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Sell |
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|
2018
Q2 | $223K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $312K | Sell |
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|
2017
Q3 | $317K | Hold |
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|
2017
Q2 | $273K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.3M | Sell |
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|
2014
Q3 | $3.64M | Buy |
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|
2014
Q2 | $3.83M | Buy |
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|
2014
Q1 | $3.46M | Buy |
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|
2013
Q4 | $3.07M | Sell |
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|
2013
Q3 | $3.77M | Buy |
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|
2013
Q2 | $2.65M | Buy |
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