Virtus Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $127K | Sell |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $53.3K | Sell |
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|
2024
Q1 | $89K | Sell |
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|
2023
Q4 | $79.5K | Hold |
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|
2023
Q3 | $73.4K | Sell |
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|
2023
Q2 | $73.8K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7.91M | Buy |
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|
2017
Q3 | $1.87M | Sell |
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|
2017
Q2 | $1.81M | Sell |
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|
2017
Q1 | $1.75M | Sell |
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|
2016
Q4 | $1.99M | Buy |
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|
2016
Q3 | $589K | Buy |
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