Tarbox Family Office’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 | $990K | Sell |
|
|||||
|
2025
Q2 | $806K | Buy |
|
|||||
|
2025
Q1 | $682K | Sell |
|
|||||
|
2024
Q4 | $752K | Buy |
|
|||||
|
2024
Q3 | $809K | Hold |
|
|||||
|
2024
Q2 | $689K | Sell |
|
|||||
|
2024
Q1 | $759K | Hold |
|
|||||
|
2023
Q4 | $612K | Hold |
|
|||||
|
2023
Q3 | $565K | Hold |
|
|||||
|
2023
Q2 | $510K | Hold |
|
|||||
|
2023
Q1 | $474K | Sell |
|
|||||
|
2022
Q4 | $571K | Sell |
|
|||||
|
2022
Q3 | $426K | Hold |
|
|||||
|
2022
Q2 | $426K | Hold |
|
|||||
|
2022
Q1 | $531K | Sell |
|
|||||
|
2021
Q4 | $509K | Hold |
|
|||||
|
2021
Q3 | $473K | Sell |
|
|||||
|
2021
Q2 | $537K | Buy |
|
|||||
|
2021
Q1 | $571K | Hold |
|
|||||
|
2020
Q4 | $448K | Sell |
|
|||||
|
2020
Q3 | $368K | Buy |
|
|||||
|
2020
Q2 | $304K | Sell |
|
|||||
|
2020
Q1 | $310K | Buy |
|
|||||
|
2019
Q4 | $383K | Sell |
|
|||||
|
2019
Q3 | $329K | Hold |
|
|||||
|
2019
Q2 | $354K | Buy |
|
|||||
|
2019
Q1 | $347K | Hold |
|
|||||
|
2018
Q4 | $325K | Buy |
|
|||||
|
2018
Q3 | $389K | Hold |
|
|||||
|
2018
Q2 | $346K | Hold |
|
|||||
|
2018
Q1 | $376K | Sell |
|
|||||
|
2017
Q4 | $459K | Buy |
|
|||||
|
2017
Q3 | $363K | Buy |
|
|||||
|
2017
Q2 | $310K | Buy |
|
|||||
|
2017
Q1 | $267K | Hold |
|
|||||
|
2016
Q4 | $267K | Hold |
|
|||||
|
2016
Q3 | $255K | Sell |
|
|||||
|
2016
Q2 | $254K | Sell |
|
|||||
|
2016
Q1 | $262K | Buy |
|
|||||
|
2015
Q4 | $228K | Buy |
|
|||||
|
2015
Q3 | $215K | Buy |
|
|||||
|
2015
Q2 | $275K | Hold |
|
|||||
|
2015
Q1 | $260K | Buy |
|
|||||
|
2014
Q4 | $297K | Sell |
|
|||||
|
2014
Q3 | $599K | Buy |
|
|||||
|
2014
Q2 | $654K | Sell |
|
|||||
|
2014
Q1 | $635K | Sell |
|
|||||
|
2013
Q4 | $584K | Buy |
|