Trust Investment 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
Q2 | $2.49M | Sell |
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|
2025
Q1 | $2.23M | Sell |
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|
2024
Q4 | $2.62M | Buy |
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|
2024
Q3 | $2.62M | Sell |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.56M | Sell |
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|
2021
Q2 | $1.91M | Sell |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.4M | Hold |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.36M | Sell |
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|
2019
Q1 | $1.5M | Sell |
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|
2018
Q4 | $1.53M | Sell |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | $1.65M | Sell |
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|
2018
Q1 | $1.82M | Sell |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $1.69M | Sell |
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|
2017
Q2 | $1.69M | Sell |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $1.49M | Buy |
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|
2016
Q3 | $1.42M | Sell |
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|
2016
Q2 | $1.24M | Buy |
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|
2016
Q1 | $1.23M | Buy |
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|
2015
Q4 | $1.04M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $419K | Buy |
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|
2014
Q4 | $360K | Sell |
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|
2014
Q3 | $494K | Hold |
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|
2014
Q2 | $542K | Sell |
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|
2014
Q1 | $523K | Sell |
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|
2013
Q4 | $499K | Buy |
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