Ascent Wealth Partners’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 | $7.64M | Sell |
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|
2025
Q2 | $6.26M | Sell |
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|
2025
Q1 | $5.36M | Buy |
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|
2024
Q4 | $5.85M | Sell |
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|
2024
Q3 | $6.38M | Sell |
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|
2024
Q2 | $5.51M | Sell |
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|
2024
Q1 | $6.12M | Sell |
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|
2023
Q4 | $4.99M | Buy |
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|
2023
Q3 | $4.53M | Sell |
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|
2023
Q2 | $4.02M | Buy |
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|
2023
Q1 | $3.6M | Sell |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $3.12M | Buy |
|