Zhang 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 | $5.05M | Buy |
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|
2025
Q2 | $4M | Sell |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $3.32M | Buy |
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|
2024
Q3 | $3.29M | Buy |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $442K | Buy |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $571K | Hold |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $324K | Hold |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $275K | Hold |
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|
2019
Q4 | $350K | Hold |
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|
2019
Q3 | $299K | Hold |
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|
2019
Q2 | $323K | Sell |
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|
2019
Q1 | $358K | Hold |
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|
2018
Q4 | $335K | Buy |
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|
2018
Q3 | $333K | Hold |
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|
2018
Q2 | $298K | Hold |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $398K | Hold |
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|
2017
Q3 | $304K | Sell |
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|
2017
Q2 | $280K | Buy |
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|
2017
Q1 | $398K | Sell |
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|
2016
Q4 | $291K | Sell |
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|
2016
Q3 | $469K | Buy |
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|
2016
Q2 | $378K | Hold |
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|
2016
Q1 | $381K | Buy |
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|
2015
Q4 | $257K | Sell |
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|
2015
Q3 | $288K | Buy |
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|
2015
Q2 | $321K | Hold |
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|
2015
Q1 | $303K | Hold |
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|
2014
Q4 | $346K | Sell |
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|
2014
Q3 | $1.35M | Buy |
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