Stratos Investment 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 | $2.19M | Buy |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $958K | Sell |
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|
2023
Q3 | $919K | Buy |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $322K | Sell |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $968K | Buy |
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|
2019
Q3 | $570K | Buy |
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|
2019
Q2 | $497K | Buy |
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|
2019
Q1 | $433K | Buy |
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