US Asset Management LLC’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
$1.13M Hold
2025
Q1
$963K Sell
2024
Q4
$1.06M Sell
2024
Q3
$1.17M Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.36M Sell
2023
Q4
$1.11M Buy
2023
Q2
$932K Sell
2023
Q1
$868K Sell
2022
Q4
$911K Buy
2022
Q2
$680K Hold
2022
Q1
$847K Hold
2021
Q4
$786K Sell
2021
Q3
$730K Buy