Adams 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
Q3 | $418K | Hold |
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|
2025
Q2 | $340K | Hold |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $318K | Hold |
|
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $259K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $200K | Hold |
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|
2022
Q4 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $131K | Buy |
|