TS Financial Group (TSFG)’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 | $108K | Buy |
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|
2025
Q1 | $84K | Buy |
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|
2024
Q4 | $83K | Sell |
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|
2024
Q3 | $207K | Hold |
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|
2024
Q2 | $176K | Sell |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | $145K | Sell |
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|
2023
Q3 | $155K | Hold |
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|
2023
Q2 | $140K | Buy |
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|
2023
Q1 | $128K | Sell |
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|
2022
Q4 | $161K | Sell |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $128K | Buy |
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|
2022
Q1 | $158K | Buy |
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|
2021
Q4 | $147K | Sell |
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|
2021
Q3 | $151K | Sell |
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|
2021
Q2 | $181K | Buy |
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|
2021
Q1 | $168K | Buy |
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|
2020
Q4 | $112K | Sell |
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|
2020
Q3 | $93K | Hold |
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|
2020
Q2 | $79K | Hold |
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|
2020
Q1 | $72K | Sell |
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|
2019
Q4 | $95K | Hold |
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|
2019
Q3 | $81K | Buy |
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|
2019
Q2 | $84K | Hold |
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|
2019
Q1 | $84K | Buy |
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