Virtue Capital Management’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  | $514K | Sell | 
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| 
        
          
      
        2025
         Q2  | $559K | Sell | 
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| 
        
          
      
        2025
         Q1  | $734K | Buy | 
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| 
        
          
      
        2024
         Q4  | $394K | Sell | 
         | 
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| 
        
          
      
        2024
         Q3  | $444K | Sell | 
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| 
        
          
      
        2024
         Q2  | $440K | Sell | 
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| 
        
          
      
        2024
         Q1  | $689K | Sell | 
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| 
        
          
      
        2023
         Q4  | $969K | Sell | 
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| 
        
          
      
        2023
         Q3  | $1.06M | Hold | 
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| 
        
          
      
        2023
         Q2  | $1.06M | Buy | 
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| 
        
          
      
        2023
         Q1  | $808K | Buy | 
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| 
        
          
      
        2022
         Q4  | $815K | Buy | 
         | 
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| 
        
          
      
        2022
         Q2  | – | Sell | 
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| 
        
          
      
        2022
         Q1  | $863K | Buy | 
         | 
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| 
        
          
      
        2021
         Q4  | $590K | Sell | 
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| 
        
          
      
        2021
         Q3  | $600K | Sell | 
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| 
        
          
      
        2021
         Q2  | $706K | Buy | 
         | 
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| 
        
          
      
        2021
         Q1  | $554K | Sell | 
         | 
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| 
        
          
      
        2020
         Q4  | $771K | Sell | 
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| 
        
          
      
        2020
         Q3  | $917K | Sell | 
         | 
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| 
        
          
      
        2020
         Q2  | $1.18M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | – | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $419K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | – | Sell | 
         | 
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| 
        
          
      
        2017
         Q4  | $4K | Buy | 
         |