Shepherd Financial Partners’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 | $3.09M | Sell |
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|
2025
Q2 | $2.52M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $2.14M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $843K | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $500K | Buy |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | $487K | Hold |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $391K | Buy |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $468K | Buy |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $399K | Buy |
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|
2019
Q1 | $397K | Sell |
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|
2018
Q4 | $551K | Sell |
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|
2018
Q3 | $592K | Hold |
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|
2018
Q2 | $595K | Buy |
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