Signature Estate & Investment 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
Q2 | $600K | Sell |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $781K | Sell |
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|
2024
Q2 | $667K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $322K | Sell |
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|
2019
Q1 | $697K | Sell |
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|
2018
Q4 | $20.7M | Buy |
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|
2018
Q3 | $23.6M | Buy |
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|
2018
Q2 | $18.3M | Buy |
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|
2018
Q1 | $18.8M | Sell |
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|
2017
Q4 | $22.2M | Sell |
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|
2017
Q3 | $18.9M | Buy |
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|
2017
Q2 | $15.7M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.95M | Buy |
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