Smith Group Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $3.99M | Sell |
|
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|
2023
Q4 | $4.92M | Buy |
|
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $58K | Hold |
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|
2021
Q2 | $65K | Buy |
|
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $27.4M | Sell |
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|
2018
Q3 | $34.2M | Sell |
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|
2018
Q2 | $33.5M | Buy |
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|
2018
Q1 | $35.1M | Sell |
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|
2017
Q4 | $37.9M | Buy |
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|
2017
Q3 | $24.2M | Buy |
|