Tiemann Investment 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 | $1.12M | Sell |
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2025
Q1 | $1.04M | Sell |
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2024
Q4 | $1.18M | Sell |
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2024
Q3 | $1.3M | Sell |
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2024
Q2 | $1.15M | Buy |
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2024
Q1 | $1.26M | Buy |
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2023
Q4 | $1.01M | Sell |
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2023
Q3 | $944K | Buy |
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2023
Q2 | $821K | Buy |
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2023
Q1 | $732K | Buy |
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2022
Q4 | $727K | Buy |
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2022
Q3 | $476K | Sell |
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2022
Q2 | $1.09M | Sell |
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2022
Q1 | $1.38M | Sell |
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2021
Q4 | $1.29M | Sell |
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2021
Q3 | $1.26M | Sell |
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2021
Q2 | $1.43M | Sell |
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2021
Q1 | $1.63M | Buy |
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2020
Q4 | $1.2M | Hold |
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2020
Q3 | $982K | Buy |
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2020
Q2 | $820K | Buy |
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2020
Q1 | $741K | Sell |
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2019
Q4 | $966K | Sell |
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2019
Q3 | $862K | Sell |
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2019
Q2 | $985K | Sell |
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2019
Q1 | $993K | Hold |
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2018
Q4 | $931K | Hold |
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2018
Q3 | $1.12M | Buy |
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2018
Q2 | $957K | Hold |
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2018
Q1 | $1.04M | Sell |
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2017
Q4 | $1.13M | Sell |
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2017
Q3 | $925K | Hold |
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2017
Q2 | $797K | Sell |
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2017
Q1 | $693K | Sell |
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2016
Q4 | $707K | Sell |
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2016
Q3 | $699K | Sell |
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2016
Q2 | $624K | Hold |
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2016
Q1 | $630K | Sell |
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2015
Q4 | $566K | Sell |
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2015
Q3 | $553K | Sell |
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2015
Q2 | $724K | Sell |
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2015
Q1 | $693K | Buy |
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2014
Q4 | $766K | Buy |
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2014
Q3 | $821K | Sell |
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2014
Q2 | $906K | Sell |
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2014
Q1 | $844K | Buy |
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2013
Q4 | $712K | Buy |
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