Avidian Wealth Enterprises’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 | $1.61M | Buy |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $5.07M | Buy |
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|
2022
Q4 | $5.22M | Buy |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.8M | Buy |
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|
2022
Q1 | $3.44M | Buy |
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|
2021
Q4 | $3.1M | Buy |
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|
2021
Q3 | $2.85M | Buy |
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|
2021
Q2 | $3.16M | Buy |
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|
2021
Q1 | $3.32M | Buy |
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|
2020
Q4 | $2.56M | Sell |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | $1.68M | Buy |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $247K | Sell |
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|
2019
Q3 | $383K | Sell |
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|
2019
Q2 | $590K | Buy |
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