ARS Wealth Advisors Group’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 | $2.5M | Buy |
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|
2025
Q2 | $2.02M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $2.24M | Buy |
|
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $2.54M | Sell |
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|
2022
Q4 | $6.03M | Sell |
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|
2022
Q3 | $4.44M | Buy |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $201K | Buy |
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