Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.46M | Buy |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.1M | Buy |
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|
2024
Q1 | $3.39M | Buy |
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|
2023
Q4 | $2.7M | Buy |
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|
2023
Q3 | $2.4M | Sell |
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|
2023
Q2 | $2.17M | Buy |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $2.82M | Buy |
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|
2022
Q1 | $2.89M | Buy |
|