United Asset Strategies’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 | $1.18M | Buy |
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|
2025
Q2 | $947K | Buy |
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|
2025
Q1 | $698K | Buy |
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|
2024
Q4 | $767K | Sell |
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|
2024
Q3 | $875K | Hold |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $909K | Sell |
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|
2023
Q4 | $822K | Buy |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.73M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $466K | Buy |
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|
2020
Q4 | $348K | Hold |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $275K | Hold |
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|
2019
Q3 | $235K | Buy |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $256K | Hold |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $725K | Buy |
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|
2018
Q2 | $613K | Buy |
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|
2018
Q1 | $653K | Buy |
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|
2017
Q4 | $677K | Buy |
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|
2017
Q3 | $529K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $786K | Buy |
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|
2016
Q3 | $681K | Sell |
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|
2016
Q2 | $581K | Buy |
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|
2016
Q1 | $282K | Buy |
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|
2015
Q4 | $222K | Sell |
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|
2015
Q3 | $268K | Sell |
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|
2015
Q2 | $550K | Sell |
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|
2015
Q1 | $2.21M | Buy |
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|
2014
Q4 | $1.95M | Sell |
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|
2014
Q3 | $2.86M | Buy |
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|
2014
Q2 | $1.48M | Sell |
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|
2014
Q1 | $2.62M | Buy |
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|
2013
Q4 | $2.23M | Buy |
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|
2013
Q3 | $1.69M | Buy |
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|
2013
Q2 | $1.64M | Buy |
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