United Capital Management of KS’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 | $4.42M | Sell |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $9.8M | Buy |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $8.19M | Buy |
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|
2023
Q3 | $7.21M | Buy |
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|
2023
Q2 | $6.34M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $235K | Sell |
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|
2018
Q4 | $247K | Sell |
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|
2018
Q3 | $303K | Buy |
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