Alpha Omega 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 | $286K | Sell |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $121K | Hold |
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|
2018
Q4 | $113K | Hold |
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|
2018
Q3 | $136K | Hold |
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|
2018
Q2 | $121K | Sell |
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|
2018
Q1 | $161K | Sell |
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|
2017
Q4 | $230K | Sell |
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|
2017
Q3 | $209K | Buy |
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|
2017
Q2 | $170K | Hold |
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|
2017
Q1 | $146K | Hold |
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|
2016
Q4 | $146K | Buy |
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