Advisor OS’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 | $1.66M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $281K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | $280K | Buy |
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