Sunbelt Securities’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 | $1.34M | Sell |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $666K | Buy |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q3 | $353K | Hold |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $429K | Hold |
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|
2021
Q2 | $429K | Hold |
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|
2021
Q1 | $478K | Sell |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $2.78M | Buy |
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|
2019
Q3 | $2.11M | Buy |
|