Sunburst Financial 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 | $234K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $606K | Hold |
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|
2024
Q2 | $516K | Hold |
|
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $385K | Hold |
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|
2020
Q4 | $303K | Sell |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $247K | Buy |
|