Arete 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 | $2.71M | Sell |
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|
2025
Q1 | $2.99M | Buy |
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|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $2.58M | Sell |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $1.77M | Sell |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.34B | Buy |
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|
2022
Q3 | $752K | Buy |
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|
2022
Q2 | $583K | Buy |
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|
2022
Q1 | $681K | Buy |
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|
2021
Q4 | $614K | Sell |
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|
2021
Q3 | $648K | Buy |
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|
2021
Q2 | $553K | Buy |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $256K | Sell |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $982K | Buy |
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|
2017
Q4 | $276K | Sell |
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|
2017
Q3 | $2.24M | Sell |
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|
2017
Q2 | $1.96M | Sell |
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|
2017
Q1 | $2.96M | Buy |
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|
2016
Q4 | $2.95M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $232K | Sell |
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|
2015
Q1 | $225K | Buy |
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|
2014
Q4 | $257K | Sell |
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|
2014
Q3 | $290K | Sell |
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|
2014
Q2 | $320K | Sell |
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|
2014
Q1 | $330K | Sell |
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|
2013
Q4 | $334K | Buy |
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