Stonebridge Capital 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
Q3 | $782K | Sell |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $827K | Buy |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $912K | Buy |
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|
2023
Q4 | $732K | Buy |
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|
2023
Q3 | $617K | Buy |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $581K | Sell |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $604K | Sell |
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|
2022
Q1 | $766K | Buy |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $614K | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $677K | Buy |
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|
2020
Q4 | $477K | Buy |
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|
2020
Q3 | $311K | Buy |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $254K | Hold |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $231K | Buy |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $232K | Sell |
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|
2018
Q1 | $256K | Hold |
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|
2017
Q4 | $273K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $650K | Sell |
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|
2015
Q3 | $711K | Buy |
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|
2015
Q2 | $901K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.19M | Buy |
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|
2014
Q1 | $1.91M | Sell |
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|
2013
Q4 | $1.77M | Buy |
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