True North 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 | $2.47M | Buy |
|
|||||
|
2025
Q2 | $1.96M | Sell |
|
|||||
|
2025
Q1 | $1.72M | Sell |
|
|||||
|
2024
Q4 | $1.98M | Hold |
|
|||||
|
2024
Q3 | $2.13M | Hold |
|
|||||
|
2024
Q2 | $1.82M | Sell |
|
|||||
|
2024
Q1 | $2.01M | Sell |
|
|||||
|
2023
Q4 | $1.63M | Buy |
|
|||||
|
2023
Q3 | $1.5M | Sell |
|
|||||
|
2023
Q2 | $1.48M | Buy |
|
|||||
|
2023
Q1 | $1.34M | Sell |
|
|||||
|
2022
Q4 | $1.41M | Buy |
|
|||||
|
2022
Q3 | $959K | Hold |
|
|||||
|
2022
Q2 | $1.04M | Hold |
|
|||||
|
2022
Q1 | $1.3M | Sell |
|
|||||
|
2021
Q4 | $1.73M | Sell |
|
|||||
|
2021
Q3 | $1.89M | Buy |
|
|||||
|
2021
Q2 | $2.05M | Buy |
|
|||||
|
2021
Q1 | $2M | Buy |
|
|||||
|
2020
Q4 | $844K | Sell |
|
|||||
|
2020
Q3 | $701K | Sell |
|
|||||
|
2020
Q2 | $3.96M | Buy |
|
|||||
|
2020
Q1 | $3.4M | Sell |
|
|||||
|
2019
Q4 | $4.33M | Buy |
|