Vise Technologies’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
$7.83M Buy
2024
Q4
$5M Buy
2024
Q3
$3.53M Buy
2024
Q2
$2.33M Buy
2024
Q1
$2.48M Sell
2023
Q4
$2.43M Buy
2023
Q3
$1.7M Sell
2023
Q2
$1.54M Buy
2023
Q1
$1.01M Buy
2022
Q4
$834K Buy
2022
Q3
$487K Buy
2022
Q2
$337K Buy
2022
Q1
$417K Buy