Acorn Financial Advisory Services’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 | $215K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $382K | Buy |
|
|||||
|
2023
Q3 | $353K | Buy |
|
|||||
|
2023
Q2 | $318K | Buy |
|
|||||
|
2023
Q1 | $273K | Sell |
|
|||||
|
2022
Q4 | $287K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $214K | Hold |
|
|||||
|
2022
Q1 | $266K | Buy |
|
|||||
|
2021
Q4 | $235K | Hold |
|
|||||
|
2021
Q3 | $219K | Sell |
|
|||||
|
2021
Q2 | $271K | Sell |
|
|||||
|
2021
Q1 | $292K | Buy |
|
|||||
|
2020
Q4 | $229K | Buy |
|