Zullo Investment 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 | $1M | Buy |
|
|||||
|
2025
Q2 | $809K | Buy |
|
|||||
|
2025
Q1 | $670K | Buy |
|
|||||
|
2024
Q4 | $688K | Buy |
|
|||||
|
2024
Q3 | $691K | Buy |
|
|||||
|
2024
Q2 | $584K | Sell |
|
|||||
|
2024
Q1 | $696K | Buy |
|
|||||
|
2023
Q4 | $544K | Buy |
|
|||||
|
2023
Q3 | $470K | Buy |
|
|||||
|
2023
Q2 | $382K | Buy |
|
|||||
|
2023
Q1 | $348K | Buy |
|
|||||
|
2022
Q4 | $346K | Buy |
|
|||||
|
2022
Q3 | $235K | Buy |
|
|||||
|
2022
Q2 | $238K | Sell |
|
|||||
|
2022
Q1 | $319K | Buy |
|
|||||
|
2021
Q4 | $277K | Buy |
|