Tectonic Advisors’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 | $596K | Buy |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $553K | Sell |
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|
2024
Q3 | $605K | Buy |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $444K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $354K | Hold |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $263K | Hold |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $277K | Hold |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $231K | Buy |
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