Summit Trail 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 | $20.1M | Sell |
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|
2025
Q2 | $16.4M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $16.4M | Buy |
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|
2024
Q1 | $6.76M | Buy |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $954K | Buy |
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|
2023
Q1 | $557K | Buy |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $203K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $444K | Buy |
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|
2017
Q4 | $486K | Buy |
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