Tradewinds Capital 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
Q3 | $180K | Buy |
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|
2025
Q2 | $143K | Sell |
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|
2025
Q1 | $141K | Hold |
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|
2024
Q4 | $155K | Hold |
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|
2024
Q3 | $167K | Hold |
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|
2024
Q2 | $142K | Buy |
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|
2024
Q1 | $155K | Buy |
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|
2023
Q4 | $125K | Buy |
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|
2023
Q3 | $115K | Buy |
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|
2023
Q2 | $103K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $59K | Buy |
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|
2021
Q4 | $54K | Sell |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $48K | Hold |
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|
2020
Q3 | $39K | Sell |
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|
2020
Q2 | $34K | Sell |
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|
2020
Q1 | $46K | Sell |
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|
2019
Q4 | $78K | Buy |
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|
2019
Q3 | $67K | Sell |
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|
2019
Q2 | $77K | Sell |
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|
2019
Q1 | $88K | Buy |
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|
2018
Q4 | $82K | Buy |
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|
2018
Q3 | $91K | Buy |
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|
2018
Q2 | $81K | Buy |
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|
2018
Q1 | $77K | Hold |
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|
2017
Q4 | $82K | Buy |
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|
2017
Q3 | $65K | Hold |
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|
2017
Q2 | $56K | Sell |
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|
2017
Q1 | $49K | Buy |
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|
2016
Q4 | $11K | Buy |
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|
2016
Q3 | $11K | Buy |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $9K | Buy |
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|
2015
Q4 | $8K | Sell |
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|
2015
Q3 | $12K | Buy |
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|
2015
Q2 | $14K | Sell |
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|
2015
Q1 | $59K | Hold |
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|
2014
Q4 | $67K | Sell |
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|
2014
Q3 | $79K | Hold |
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|
2014
Q2 | $86K | Sell |
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|
2014
Q1 | $84K | Sell |
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|
2013
Q4 | $127K | Buy |
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