Acima Private Wealth’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 | $572K | Hold |
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|
2025
Q1 | $486K | Hold |
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|
2024
Q4 | $534K | Hold |
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|
2024
Q3 | $576K | Hold |
|
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|
2024
Q2 | $491K | Hold |
|
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|
2024
Q1 | $540K | Hold |
|
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|
2023
Q4 | $436K | Hold |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $338K | Buy |
|
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $294K | Hold |
|
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $259K | Hold |
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|
2020
Q3 | $212K | Hold |
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|
2020
Q2 | $180K | Hold |
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|
2020
Q1 | $165K | Hold |
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|
2019
Q4 | $210K | Hold |
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|
2019
Q3 | $179K | Hold |
|
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|
2019
Q2 | $194K | Hold |
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|
2019
Q1 | $193K | Hold |
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|
2018
Q4 | $181K | Buy |
|