SimplyRich’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 | $952K | Hold |
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|
2025
Q2 | $774K | Hold |
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|
2025
Q1 | $658K | Hold |
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|
2024
Q4 | $724K | Hold |
|
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|
2024
Q3 | $780K | Hold |
|
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|
2024
Q2 | $664K | Hold |
|
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|
2024
Q1 | $732K | Hold |
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|
2023
Q4 | $590K | Hold |
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|
2023
Q3 | $544K | Hold |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $456K | Hold |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $384K | Buy |
|