Venture Visionary Partners’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 | $13.6M | Sell |
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|
2025
Q2 | $12.1M | Buy |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $9.29M | Buy |
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|
2024
Q1 | $10M | Sell |
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|
2023
Q4 | $8.09M | Buy |
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|
2023
Q3 | $2.45M | Sell |
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|
2023
Q2 | $2.26M | Buy |
|
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.84M | Buy |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.16M | Buy |
|