Alpha Family Trust’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 | $493K | Hold |
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|
2025
Q1 | $419K | Hold |
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|
2024
Q4 | $461K | Hold |
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|
2024
Q3 | $497K | Hold |
|
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|
2024
Q2 | $423K | Hold |
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|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $304K | Buy |
|