TCV Trust & Wealth Management’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 | $786K | Buy |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $576K | Sell |
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|
2024
Q2 | $521K | Hold |
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|
2024
Q1 | $573K | Hold |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $418K | Buy |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $463K | Buy |
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|
2021
Q3 | $413K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $454K | Sell |
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|
2018
Q4 | $441K | Sell |
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|
2018
Q3 | $548K | Buy |
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|
2018
Q2 | $484K | Buy |
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|
2018
Q1 | $467K | Hold |
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|
2017
Q4 | $499K | Buy |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $338K | Hold |
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|
2017
Q1 | $292K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $334K | Buy |
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|
2014
Q3 | $339K | Sell |
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|
2014
Q2 | $386K | Buy |
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|
2014
Q1 | $338K | Sell |
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|
2013
Q4 | $334K | Sell |
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|
2013
Q3 | $352K | Buy |
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|
2013
Q2 | $343K | Buy |
|