Abacus Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $633K | Hold |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $638K | Buy |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $467K | Buy |
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