Smart Portfolios LLC’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 | $690K | Sell |
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|
2025
Q2 | $616K | Sell |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $579K | Buy |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $462K | Buy |
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|
2023
Q4 | $391K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $29K | Buy |
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