Sterling Investment Advisors (Pennsylvania)’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 | $757K | Buy |
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|
2025
Q1 | $608K | Buy |
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|
2024
Q4 | $634K | Buy |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $503K | Buy |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $453K | Sell |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $483K | Sell |
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|
2020
Q4 | $424K | Sell |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $553K | Buy |
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|
2019
Q3 | $170K | Buy |
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|
2019
Q2 | $183K | Buy |
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|
2019
Q1 | $100K | Buy |
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|
2018
Q4 | $42K | Sell |
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|
2018
Q3 | $97K | Buy |
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|
2018
Q2 | $40K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6K | Buy |
|