Avior Wealth Management’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 | $1.28M | Buy |
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|
2025
Q1 | $890K | Buy |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $932K | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $692K | Buy |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $180K | Sell |
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|
2020
Q3 | $155K | Sell |
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|
2020
Q2 | $137K | Buy |
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|
2020
Q1 | $53K | Sell |
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|
2019
Q4 | $76K | Sell |
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|
2019
Q3 | $90K | Buy |
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|
2019
Q2 | $71K | Sell |
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|
2019
Q1 | $497K | Buy |
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|
2018
Q4 | $467K | Hold |
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|
2018
Q3 | $559K | Hold |
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|
2018
Q2 | $498K | Buy |
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|
2018
Q1 | $224K | Buy |
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|
2017
Q4 | $239K | Buy |
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|
2017
Q3 | $190K | Sell |
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|
2017
Q2 | $168K | Buy |
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|
2017
Q1 | $137K | Hold |
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|
2016
Q4 | $137K | Sell |
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|
2016
Q3 | $135K | Buy |
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|
2016
Q2 | $115K | Buy |
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|
2016
Q1 | $32K | Sell |
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|
2015
Q4 | $38K | Buy |
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|
2015
Q3 | $37K | Buy |
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|
2015
Q2 | $40K | Sell |
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|
2015
Q1 | $76K | Buy |
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|
2014
Q4 | $82K | Sell |
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|
2014
Q3 | $101K | Buy |
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|
2014
Q2 | $111K | Sell |
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|
2014
Q1 | $136K | Buy |
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