Smith, Moore & Co’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 | $4.51M | Buy |
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|
2025
Q1 | $3.57M | Sell |
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|
2024
Q4 | $4.09M | Buy |
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|
2024
Q3 | $4.35M | Sell |
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|
2024
Q2 | $3.76M | Buy |
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|
2024
Q1 | $4.05M | Buy |
|
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|
2023
Q4 | $3.11M | Sell |
|
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|
2023
Q3 | $2.88M | Buy |
|
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|
2023
Q2 | $2.51M | Sell |
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|
2023
Q1 | $2.42M | Buy |
|
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|
2022
Q4 | $2.46M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.5M | Sell |
|
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.3M | Buy |
|
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.37M | Buy |
|
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $877K | Sell |
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|
2020
Q2 | $876K | Sell |
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|
2020
Q1 | $812K | Buy |
|
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|
2019
Q4 | $878K | Buy |
|
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|
2019
Q3 | $728K | Buy |
|
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|
2019
Q2 | $769K | Buy |
|
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|
2019
Q1 | $659K | Sell |
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|
2018
Q4 | $691K | Buy |
|
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|
2018
Q3 | $826K | Buy |
|
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|
2018
Q2 | $696K | Buy |
|
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|
2018
Q1 | $744K | Sell |
|
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|
2017
Q4 | $858K | Sell |
|
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|
2017
Q3 | $725K | Sell |
|
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|
2017
Q2 | $643K | Sell |
|
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|
2017
Q1 | $576K | Sell |
|
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|
2016
Q4 | $592K | Sell |
|
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|
2016
Q3 | $688K | Buy |
|
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|
2016
Q2 | $561K | Sell |
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|
2016
Q1 | $574K | Buy |
|