XML Financial’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 | $2.41M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $718K | Buy |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $724K | Buy |
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|
2021
Q4 | $650K | Buy |
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|
2021
Q3 | $559K | Buy |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $570K | Sell |
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|
2020
Q4 | $764K | Buy |
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|
2020
Q3 | $424K | Sell |
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|
2020
Q2 | $534K | Sell |
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|
2020
Q1 | $523K | Sell |
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|
2019
Q4 | $712K | Buy |
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