White Lighthouse Investment 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
Q2 | $986K | Sell |
|
|||||
|
2025
Q1 | $1M | Buy |
|
|||||
|
2024
Q4 | $925K | Sell |
|
|||||
|
2024
Q3 | $1.01M | Hold |
|
|||||
|
2024
Q2 | $856K | Hold |
|
|||||
|
2024
Q1 | $942K | Hold |
|
|||||
|
2023
Q4 | $760K | Hold |
|
|||||
|
2023
Q3 | $702K | Hold |
|
|||||
|
2023
Q2 | $633K | Sell |
|
|||||
|
2023
Q1 | $932K | Buy |
|
|||||
|
2022
Q4 | $855K | Hold |
|
|||||
|
2022
Q3 | $586K | Hold |
|
|||||
|
2022
Q2 | $638K | Sell |
|
|||||
|
2022
Q1 | $796K | Hold |
|
|||||
|
2021
Q4 | $739K | Buy |
|
|||||
|
2021
Q3 | $686K | Hold |
|
|||||
|
2021
Q2 | $777K | Sell |
|
|||||
|
2021
Q1 | $835K | Sell |
|
|||||
|
2020
Q4 | $673K | Hold |
|
|||||
|
2020
Q3 | $552K | Hold |
|
|||||
|
2020
Q2 | $468K | Hold |
|
|||||
|
2020
Q1 | $429K | Hold |
|
|||||
|
2019
Q4 | $546K | Hold |
|
|||||
|
2019
Q3 | $467K | Hold |
|
|||||
|
2019
Q2 | $504K | Hold |
|
|||||
|
2019
Q1 | $501K | Hold |
|
|||||
|
2018
Q4 | $470K | Hold |
|
|||||
|
2018
Q3 | $564K | Hold |
|
|||||
|
2018
Q2 | $502K | Hold |
|
|||||
|
2018
Q1 | $545K | Sell |
|
|||||
|
2017
Q4 | $741K | Buy |
|