YHB Investment Advisors’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 | $809K | Buy |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $671K | Sell |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $500K | Buy |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $397K | Sell |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $256K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $241K | Buy |
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|
2017
Q4 | $229K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $372K | Sell |
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|
2015
Q4 | $673K | Sell |
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|
2015
Q3 | $1.18M | Sell |
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|
2015
Q2 | $1.77M | Buy |
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|
2015
Q1 | $1.62M | Buy |
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|
2014
Q4 | $1.73M | Buy |
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|
2014
Q3 | $1.84M | Buy |
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|
2014
Q2 | $1.97M | Buy |
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|
2014
Q1 | $1.73M | Buy |
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|
2013
Q4 | $1.48M | Sell |
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|
2013
Q3 | $1.38M | Buy |
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|
2013
Q2 | $1.37M | Buy |
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