Smith Anglin Financial’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 | $832K | Buy |
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|
2025
Q1 | $694K | Buy |
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|
2024
Q4 | $727K | Buy |
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|
2024
Q3 | $781K | Buy |
|
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $697K | Buy |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $496K | Sell |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $429K | Buy |
|
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $457K | Buy |
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|
2021
Q1 | $485K | Buy |
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|
2020
Q4 | $297K | Buy |
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