Trillium Asset 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 | $945K | Hold |
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|
2025
Q1 | $803K | Sell |
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|
2024
Q4 | $887K | Buy |
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|
2024
Q3 | $952K | Hold |
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|
2024
Q2 | $811K | Hold |
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|
2024
Q1 | $892K | Hold |
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|
2023
Q4 | $720K | Hold |
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|
2023
Q3 | $664K | Hold |
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|
2023
Q2 | $599K | Sell |
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|
2023
Q1 | $538K | Hold |
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|
2022
Q4 | $589K | Hold |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $440K | Hold |
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|
2022
Q1 | $548K | Sell |
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $472K | Sell |
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|
2021
Q2 | $536K | Sell |
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|
2021
Q1 | $572K | Hold |
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|
2020
Q4 | $449K | Hold |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $309K | Hold |
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|
2020
Q1 | $283K | Hold |
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|
2019
Q4 | $361K | Sell |
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|
2019
Q3 | $475K | Buy |
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|
2019
Q2 | $332K | Hold |
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|
2019
Q1 | $330K | Hold |
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|
2018
Q4 | $309K | Hold |
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|
2018
Q3 | $371K | Hold |
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|
2018
Q2 | $330K | Hold |
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|
2018
Q1 | $359K | Hold |
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|
2017
Q4 | $384K | Hold |
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|
2017
Q3 | $304K | Hold |
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|
2017
Q2 | $262K | Hold |
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|
2017
Q1 | $226K | Hold |
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|
2016
Q4 | $226K | Hold |
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|
2016
Q3 | $216K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $209K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $206K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $223K | Hold |
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|
2014
Q3 | $241K | Hold |
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|
2014
Q2 | $265K | Sell |
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|
2014
Q1 | $263K | Sell |
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|
2013
Q4 | $248K | Buy |
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|
2013
Q3 | $211K | Hold |
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|
2013
Q2 | $208K | Buy |
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