Valeo Financial 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
Q2 | $12.2M | Buy |
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|
2025
Q1 | $6.52M | Sell |
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|
2024
Q4 | $7.23M | Buy |
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|
2024
Q3 | $7.71M | Sell |
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|
2024
Q2 | $6.93M | Sell |
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|
2024
Q1 | $7.57M | Buy |
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|
2023
Q4 | $6.01M | Buy |
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|
2023
Q3 | $5.39M | Buy |
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|
2023
Q2 | $4.66M | Sell |
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|
2023
Q1 | $6.14M | Buy |
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|
2022
Q4 | $3.54M | Buy |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $5.78M | Buy |
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|
2021
Q4 | $2.7M | Sell |
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|
2021
Q3 | $2.58M | Buy |
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|
2021
Q2 | $2.5M | Buy |
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|
2021
Q1 | $2.48M | Buy |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $1.44M | Sell |
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|
2020
Q1 | $1.63M | Sell |
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|
2019
Q4 | $3.1M | Buy |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $3.05M | Buy |
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|
2019
Q1 | $2.69M | Buy |
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|
2018
Q4 | $2.44M | Buy |
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|
2018
Q3 | $2.32M | Sell |
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|
2018
Q2 | $2.62M | Buy |
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|
2018
Q1 | $2.82M | Buy |
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|
2017
Q4 | $2.98M | Buy |
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|
2017
Q3 | $1.96M | Buy |
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