Atria Wealth Solutions’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 | $5.74M | Sell |
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|
2025
Q1 | $8.87M | Sell |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $13.7M | Sell |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $15.8M | Buy |
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|
2023
Q4 | $11.4M | Sell |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $9.37M | Buy |
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|
2023
Q1 | $8.52M | Sell |
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|
2022
Q4 | $9.27M | Buy |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $3.61M | Sell |
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|
2022
Q1 | $6.28M | Buy |
|