Steph & 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
Q3 | $17.2K | Buy |
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|
2025
Q2 | $12.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $36K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $115K | Buy |
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|
2021
Q2 | $54K | Sell |
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|
2021
Q1 | $81K | Hold |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $41K | Hold |
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|
2019
Q4 | $52K | Buy |
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