Stiles Financial Services’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 | $1.61M | Buy |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $875K | Buy |
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|
2024
Q1 | $960K | Sell |
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|
2023
Q4 | $788K | Sell |
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|
2023
Q3 | $756K | Sell |
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|
2023
Q2 | $720K | Sell |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $803K | Sell |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $665K | Buy |
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|
2022
Q1 | $826K | Buy |
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|
2021
Q4 | $745K | Buy |
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