Summit Securities Group’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 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $89K | Sell |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $455K | Sell |
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|
2021
Q3 | $8.54M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $765K | Sell |
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|
2020
Q4 | $965K | Buy |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $253K | Buy |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $273K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $356K | Sell |
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|
2018
Q3 | $778K | Buy |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | – | Hold |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $229K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $152K | Sell |
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|
2014
Q4 | $1.55M | Sell |
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|
2014
Q3 | $2.12M | Buy |
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|
2014
Q2 | $1.39M | Buy |
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|
2014
Q1 | $60K | Sell |
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|
2013
Q4 | $1.83M | Buy |
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|
2013
Q3 | $1.24M | Buy |
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|
2013
Q2 | $157K | Buy |
|