Summit Financial Strategies’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 | $716K | Sell |
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|
2025
Q1 | $619K | Hold |
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|
2024
Q4 | $681K | Hold |
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|
2024
Q3 | $735K | Sell |
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|
2024
Q2 | $661K | Sell |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $595K | Hold |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $408K | Hold |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $654K | Buy |
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|
2021
Q2 | $734K | Buy |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
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