Trilogy Capital’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
$370K Buy
2025
Q2
$296K Buy
2025
Q1
$236K Buy
2024
Q4
$259K Sell
2024
Q3
$286K Buy
2024
Q2
$232K Buy
2018
Q4
Sell
2018
Q3
$23K Hold
2018
Q2
$20K Hold
2018
Q1
$22K Buy