Stonehage Fleming 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
Q2 | $1.7M | Hold |
|
|||||
|
2025
Q1 | $1.44M | Hold |
|
|||||
|
2024
Q4 | $1.59M | Hold |
|
|||||
|
2024
Q3 | $1.71M | Hold |
|
|||||
|
2024
Q2 | $1.46M | Sell |
|
|||||
|
2024
Q1 | $1.28M | Buy |
|
|||||
|
2023
Q4 | $823K | Sell |
|
|||||
|
2023
Q3 | $1.16M | Hold |
|
|||||
|
2023
Q2 | $1.04M | Sell |
|
|||||
|
2023
Q1 | $1.28M | Hold |
|
|||||
|
2022
Q4 | $1.34M | Hold |
|
|||||
|
2022
Q3 | $914K | Hold |
|
|||||
|
2022
Q2 | $998K | Hold |
|
|||||
|
2022
Q1 | $1.24M | Buy |
|
|||||
|
2021
Q4 | $849K | Buy |
|
|||||
|
2021
Q3 | $257K | Hold |
|
|||||
|
2021
Q2 | $292K | Hold |
|
|||||
|
2021
Q1 | $311K | Hold |
|
|||||
|
2020
Q4 | $244K | Hold |
|
|||||
|
2020
Q3 | $199K | Hold |
|
|||||
|
2020
Q2 | $169K | Hold |
|
|||||
|
2020
Q1 | $155K | Hold |
|
|||||
|
2019
Q4 | $198K | Hold |
|
|||||
|
2019
Q3 | $169K | Hold |
|
|||||
|
2019
Q2 | $183K | Hold |
|
|||||
|
2019
Q1 | $182 | Hold |
|
|||||
|
2018
Q4 | $170K | Hold |
|
|||||
|
2018
Q3 | $204K | Hold |
|
|||||
|
2018
Q2 | $182K | Hold |
|
|||||
|
2018
Q1 | $197K | Hold |
|
|||||
|
2017
Q4 | $211K | Hold |
|
|||||
|
2017
Q3 | $167K | Hold |
|
|||||
|
2017
Q2 | $144K | Hold |
|
|||||
|
2017
Q1 | $124K | Sell |
|
|||||
|
2016
Q4 | $182K | Hold |
|
|||||
|
2016
Q3 | $174K | Buy |
|
|||||
|
2016
Q2 | $70K | Hold |
|
|||||
|
2016
Q1 | $70K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $99K | Sell |
|
|||||
|
2015
Q2 | $513K | Hold |
|
|||||
|
2015
Q1 | $484K | Buy |
|
|||||
|
2014
Q4 | $505K | Buy |
|