Stephens Consulting’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 | $227K | Sell |
|
|||||
|
2025
Q2 | $191K | Sell |
|
|||||
|
2025
Q1 | $206K | Buy |
|
|||||
|
2024
Q4 | $163K | Sell |
|
|||||
|
2024
Q3 | $215K | Hold |
|
|||||
|
2024
Q2 | $183K | Hold |
|
|||||
|
2024
Q1 | $202K | Hold |
|
|||||
|
2023
Q4 | $163K | Hold |
|
|||||
|
2023
Q3 | $150K | Hold |
|
|||||
|
2023
Q2 | $136K | Sell |
|
|||||
|
2023
Q1 | $129K | Sell |
|
|||||
|
2022
Q4 | $387K | Sell |
|
|||||
|
2022
Q3 | $282K | Hold |
|
|||||
|
2022
Q2 | $307K | Sell |
|
|||||
|
2022
Q1 | $546K | Sell |
|
|||||
|
2021
Q4 | $571K | Buy |
|