Axxcess 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 | $7.76M | Sell |
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|
2025
Q1 | $8.3M | Buy |
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|
2024
Q4 | $7.51M | Buy |
|
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|
2024
Q3 | $7.88M | Sell |
|
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|
2024
Q2 | $6.82M | Sell |
|
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|
2024
Q1 | $8M | Buy |
|
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|
2023
Q4 | $6.31M | Buy |
|
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|
2023
Q3 | $4.86M | Buy |
|
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|
2023
Q2 | $1.87M | Buy |
|
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|
2023
Q1 | $1.7M | Buy |
|
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|
2022
Q4 | $1.76M | Sell |
|
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|
2022
Q3 | $1.43M | Sell |
|
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|
2022
Q2 | $1.95M | Buy |
|
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.09M | Buy |
|