Southeast Asset Advisors’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 | $2.57M | Buy |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $986K | Sell |
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|
2023
Q1 | $962K | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $686K | Sell |
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|
2022
Q2 | $750K | Buy |
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|
2022
Q1 | $933K | Buy |
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|
2021
Q4 | $864K | Buy |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $895K | Buy |
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|
2021
Q1 | $836K | Buy |
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|
2020
Q4 | $655K | Buy |
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|
2020
Q3 | $536K | Buy |
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|
2020
Q2 | $453K | Buy |
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|
2020
Q1 | $414K | Buy |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $448K | Buy |
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|
2019
Q2 | $482K | Sell |
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|
2019
Q1 | $552K | Buy |
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|
2018
Q4 | $486K | Buy |
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|
2018
Q3 | $582K | Buy |
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|
2018
Q2 | $517K | Buy |
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|
2018
Q1 | $561K | Buy |
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|
2017
Q4 | $599K | Sell |
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|
2017
Q3 | $535K | Buy |
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|
2017
Q2 | $460K | Buy |
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|
2017
Q1 | $396K | Buy |
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|
2016
Q4 | $395K | Buy |
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|
2016
Q3 | $377K | Buy |
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|
2016
Q2 | $287K | Buy |
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|
2016
Q1 | $285K | Buy |
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