Aaron 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 | $3.65M | Buy |
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|
2025
Q2 | $1.98M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $909K | Sell |
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|
2022
Q4 | $995K | Buy |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $399K | Buy |
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