Accurate Wealth Management’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 | $2.87M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q3 | $1.98M | Buy |
|
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|
2024
Q2 | $1.67M | Sell |
|
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|
2024
Q1 | $1.91M | Buy |
|
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|
2023
Q4 | $1.57M | Buy |
|
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|
2023
Q3 | $1.41M | Buy |
|
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|
2023
Q2 | $1.15M | Buy |
|
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|
2023
Q1 | $886K | Buy |
|
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|
2022
Q4 | $905K | Buy |
|
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $624K | Buy |
|
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $468K | Buy |
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