Strategic 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 | $2.98M | Buy |
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|
2025
Q2 | $2.4M | Buy |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $3.26M | Buy |
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $2.55M | Buy |
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|
2022
Q4 | $2.65M | Buy |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $547K | Buy |
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|
2015
Q4 | $485K | Sell |
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|
2015
Q3 | $630K | Buy |
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|
2015
Q2 | $583K | Sell |
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|
2015
Q1 | $754K | Sell |
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|
2014
Q4 | $647K | Buy |
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|
2014
Q3 | $676K | Sell |
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|
2014
Q2 | $754K | Sell |
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|
2014
Q1 | $764K | Buy |
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|
2013
Q4 | $665K | Buy |
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|
2013
Q3 | $599K | Buy |
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|
2013
Q2 | $444K | Buy |
|