Wharton Business Group’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 | $23.7M | Sell |
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|
2025
Q2 | $19.5M | Sell |
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|
2025
Q1 | $17.4M | Sell |
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|
2024
Q4 | $19.2M | Sell |
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|
2024
Q3 | $21.4M | Hold |
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|
2024
Q2 | $18.3M | Sell |
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|
2024
Q1 | $20.4M | Sell |
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|
2023
Q4 | $16.7M | Buy |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $11.3M | Sell |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $7.61M | Buy |
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|
2022
Q2 | $7.9M | Buy |
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|
2022
Q1 | $4.15M | Buy |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $996K | Buy |
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|
2021
Q1 | $828K | Buy |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $301K | Hold |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $324K | Hold |
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|
2019
Q1 | $322K | Hold |
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|
2018
Q4 | $302K | Hold |
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|
2018
Q3 | $363K | Hold |
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|
2018
Q2 | $322K | Hold |
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|
2018
Q1 | $351K | Hold |
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|
2017
Q4 | $375K | Sell |
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|
2017
Q3 | $307K | Hold |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $256K | Sell |
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|
2016
Q3 | $266K | Sell |
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|
2016
Q2 | $780K | Sell |
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|
2016
Q1 | $1.02M | Sell |
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|
2015
Q4 | $14.7M | Sell |
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|
2015
Q3 | $15.6M | Sell |
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|
2015
Q2 | $21.1K | Sell |
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|
2015
Q1 | $20.1M | Buy |
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|
2014
Q4 | $7.38M | Buy |
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|
2014
Q3 | $7.86M | Buy |
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|
2014
Q2 | $7.63M | Sell |
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|
2014
Q1 | $23.8M | Buy |
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|
2013
Q4 | $21.4M | Buy |
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|
2013
Q3 | $19.6M | Sell |
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|
2013
Q2 | $20.1M | Buy |
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