Avantax Advisory Services’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 | $19.5M | Buy |
|
|||||
|
2025
Q1 | $16.2M | Buy |
|
|||||
|
2024
Q4 | $17.2M | Buy |
|
|||||
|
2024
Q3 | $17.9M | Buy |
|
|||||
|
2024
Q2 | $14.4M | Buy |
|
|||||
|
2024
Q1 | $12.9M | Buy |
|
|||||
|
2023
Q4 | $9.23M | Buy |
|
|||||
|
2023
Q3 | $7.57M | Sell |
|
|||||
|
2023
Q2 | $7.14M | Buy |
|
|||||
|
2023
Q1 | $6.55M | Buy |
|
|||||
|
2022
Q4 | $6.8M | Buy |
|
|||||
|
2022
Q3 | $4.34M | Sell |
|
|||||
|
2022
Q2 | $4.77M | Sell |
|
|||||
|
2022
Q1 | $6.02M | Buy |
|
|||||
|
2021
Q4 | $4.64M | Buy |
|
|||||
|
2021
Q3 | $4M | Buy |
|
|||||
|
2021
Q2 | $3.71M | Buy |
|
|||||
|
2021
Q1 | $3.64M | Buy |
|
|||||
|
2020
Q4 | $2.59M | Sell |
|
|||||
|
2020
Q3 | $5.6M | Buy |
|
|||||
|
2020
Q2 | $1.72M | Sell |
|
|||||
|
2020
Q1 | $1.98M | Buy |
|
|||||
|
2019
Q4 | $2.48M | Buy |
|
|||||
|
2019
Q3 | $1.97M | Buy |
|
|||||
|
2019
Q2 | $1.5M | Buy |
|
|||||
|
2019
Q1 | $1.36M | Buy |
|
|||||
|
2018
Q4 | $1.06M | Buy |
|