Sandy Cove 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 | $603K | Buy |
|
|||||
|
2025
Q2 | $478K | Sell |
|
|||||
|
2025
Q1 | $436K | Sell |
|
|||||
|
2024
Q4 | $575K | Buy |
|
|||||
|
2024
Q3 | $580K | Buy |
|
|||||
|
2024
Q2 | $478K | Buy |
|
|||||
|
2024
Q1 | $523K | Sell |
|
|||||
|
2023
Q4 | $434K | Sell |
|
|||||
|
2023
Q3 | $414K | Buy |
|
|||||
|
2023
Q2 | $316K | Hold |
|
|||||
|
2023
Q1 | $294K | Hold |
|
|||||
|
2022
Q4 | $307K | Buy |
|
|||||
|
2022
Q3 | $203K | Buy |
|
|||||
|
2022
Q2 | $220K | Buy |
|
|||||
|
2022
Q1 | $275K | Buy |
|
|||||
|
2021
Q4 | $208K | Buy |
|