Strategic Equity Management’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 | $733K | Buy |
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|
2025
Q2 | $592K | Hold |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $590K | Hold |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $275K | Buy |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $327K | Hold |
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|
2020
Q4 | $257K | Buy |
|