Valley National Advisers’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 | $755K | Sell |
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|
2025
Q2 | $2.69M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $489K | Sell |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $370K | Hold |
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|
2021
Q1 | $395K | Hold |
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|
2020
Q4 | $310K | Sell |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $325K | Buy |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $345K | Buy |
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|
2019
Q2 | $356K | Sell |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $377K | Buy |
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|
2018
Q3 | $423K | Buy |
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|
2018
Q2 | $322K | Buy |
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|
2018
Q1 | $332K | Buy |
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|
2017
Q4 | $274K | Hold |
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|
2017
Q3 | $217K | Hold |
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|
2017
Q2 | $187K | Sell |
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|
2017
Q1 | $245K | Sell |
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|
2016
Q4 | $309K | Buy |
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|
2016
Q3 | $295K | Hold |
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|
2016
Q2 | $252K | Sell |
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|
2016
Q1 | $273K | Buy |
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|
2015
Q4 | $237K | Hold |
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|
2015
Q3 | $228K | Hold |
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|
2015
Q2 | $296K | Buy |
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|
2015
Q1 | $220K | Buy |
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|
2014
Q4 | $214K | Buy |
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