Summit X LLC’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 | – | Sell |
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|
2025
Q2 | $441K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $319K | Sell |
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|
2020
Q3 | $4.47K | Sell |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $223K | Sell |
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|
2019
Q2 | $254K | Sell |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $971K | Buy |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $207K | Sell |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $254K | Buy |
|