Arbor Trust Wealth Advisors’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 | $2.24M | Sell |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.37M | Sell |
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|
2024
Q3 | $2.24M | Hold |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $897K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.16M | Hold |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $855K | Buy |
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|
2020
Q3 | $671K | Sell |
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|
2020
Q2 | $576K | Sell |
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|
2020
Q1 | $557K | Sell |
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|
2019
Q4 | $868K | Buy |
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