Trinity Financial 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
Q3 | $811K | Hold |
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|
2025
Q2 | $660K | Hold |
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|
2025
Q1 | $520K | Hold |
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|
2024
Q4 | $612K | Hold |
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|
2024
Q3 | $604K | Hold |
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|
2024
Q2 | $566K | Hold |
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|
2024
Q1 | $623K | Hold |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $464K | Hold |
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|
2023
Q2 | $418K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $407K | Hold |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $370K | Hold |
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|
2021
Q1 | $394K | Hold |
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|
2020
Q4 | $309K | Buy |
|