SJS Investment Consulting’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 | $520K | Sell |
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|
2025
Q1 | $447K | Hold |
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|
2024
Q4 | $491K | Sell |
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|
2024
Q3 | $535K | Sell |
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|
2024
Q2 | $456K | Hold |
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|
2024
Q1 | $502K | Buy |
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|
2023
Q4 | $377K | Hold |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $265K | Buy |
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