Ulland 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
Q3 | $198K | Hold |
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|
2025
Q2 | $161K | Sell |
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|
2025
Q1 | $170K | Sell |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $262K | Hold |
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|
2023
Q4 | $211K | Hold |
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|
2023
Q3 | $195K | Hold |
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|
2023
Q2 | $176K | Hold |
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|
2023
Q1 | $164K | Hold |
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|
2022
Q4 | $171K | Hold |
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|
2022
Q3 | $117K | Hold |
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|
2022
Q2 | $128K | Hold |
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|
2022
Q1 | $159K | Hold |
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|
2021
Q4 | $148K | Buy |
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