Sequoia Financial 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 | $84.3M | Buy |
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|
2025
Q2 | $66.4M | Buy |
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|
2025
Q1 | $41.4M | Buy |
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|
2024
Q4 | $44M | Buy |
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|
2024
Q3 | $29.5M | Buy |
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|
2024
Q2 | $22.7M | Buy |
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|
2024
Q1 | $20.8M | Sell |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $2.97M | Sell |
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|
2023
Q2 | $2.7M | Buy |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $283K | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.38M | Sell |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $987K | Buy |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $649K | Sell |
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|
2019
Q1 | $664K | Buy |
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|
2018
Q4 | $344K | Buy |
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|
2018
Q3 | $359K | Buy |
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|
2018
Q2 | $294K | Buy |
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|
2018
Q1 | $304K | Buy |
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|
2017
Q4 | $228K | Buy |
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