180 Wealth 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 | $1.09M | Sell |
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|
2025
Q2 | $896K | Sell |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $664K | Sell |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $423K | Sell |
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|
2022
Q1 | $558K | Sell |
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|
2021
Q4 | $517K | Buy |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $489K | Sell |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $345K | Buy |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $474K | Sell |
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|
2019
Q4 | $604K | Buy |
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|
2019
Q3 | $283K | Buy |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $286K | Buy |
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|
2018
Q4 | $256K | Hold |
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|
2018
Q3 | $256K | Buy |
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|
2018
Q2 | $224K | Sell |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $273K | Buy |
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