Arkadios 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 | $7.57M | Buy |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | $2.33M | Sell |
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|
2024
Q3 | $2.61M | Buy |
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|
2024
Q2 | $2.12M | Buy |
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|
2024
Q1 | $2.03M | Sell |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $970K | Buy |
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|
2022
Q2 | $928K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $885K | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $946K | Buy |
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|
2020
Q4 | $732K | Buy |
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|
2020
Q3 | $588K | Buy |
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|
2020
Q2 | $460K | Buy |
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|
2020
Q1 | $372K | Buy |
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|
2019
Q4 | $445K | Buy |
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