Trinity Legacy Partners’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 | $1.64M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $6.53M | Buy |
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|
2024
Q3 | $6.87M | Sell |
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|
2024
Q2 | $5.85M | Buy |
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|
2024
Q1 | $6.39M | Sell |
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|
2023
Q4 | $5.42M | Sell |
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|
2023
Q3 | $5.06M | Sell |
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|
2023
Q2 | $5.27M | Sell |
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|
2023
Q1 | $4.91M | Buy |
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|
2022
Q4 | $5.07M | Buy |
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|
2022
Q3 | $3.31M | Sell |
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|
2022
Q2 | $3.69M | Sell |
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|
2022
Q1 | $4.76M | Buy |
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|
2021
Q4 | $407K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.23M | Buy |
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|
2018
Q4 | $1.59M | Buy |
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