Toth Financial Advisory’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 | $1.28M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $881K | Sell |
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|
2024
Q4 | $1,000K | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $958K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $892K | Sell |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $742K | Sell |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $954K | Buy |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $565K | Sell |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $575K | Buy |
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|
2021
Q1 | $560K | Buy |
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|
2020
Q4 | $439K | Buy |
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|
2020
Q3 | $321K | Sell |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $485K | Sell |
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|
2019
Q3 | $437K | Buy |
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|
2019
Q2 | $470K | Buy |
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|
2019
Q1 | $466K | Sell |
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|
2018
Q4 | $440K | Sell |
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|
2018
Q3 | $578K | Sell |
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|
2018
Q2 | $540K | Buy |
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|
2018
Q1 | $586K | Sell |
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|
2017
Q4 | $633K | Buy |
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|
2017
Q3 | $498K | Buy |
|
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|
2017
Q2 | $421K | Buy |
|
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|
2017
Q1 | $362K | Sell |
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|
2016
Q4 | $871K | Buy |
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|
2016
Q3 | $204K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $253K | Buy |
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|
2014
Q3 | $257K | Buy |
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|
2014
Q2 | $278K | Buy |
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|
2014
Q1 | $238K | Buy |
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