B. Riley Wealth Advisors’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 | $3.49M | Buy |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $14M | Sell |
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|
2024
Q2 | $13.9M | Buy |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $11.4M | Sell |
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|
2023
Q3 | $10.8M | Sell |
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|
2023
Q2 | $26.3M | Buy |
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|
2023
Q1 | $9.01M | Buy |
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|
2022
Q4 | $5.77M | Sell |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $4.52M | Buy |
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|
2022
Q1 | $5.33M | Sell |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $3.72M | Sell |
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|
2021
Q2 | $4.25M | Buy |
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|
2021
Q1 | $4.37M | Buy |
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|
2020
Q4 | $2.76M | Sell |
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|
2020
Q3 | $3.39M | Buy |
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|
2020
Q2 | $2.78M | Sell |
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|
2020
Q1 | $3.34M | Buy |
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|
2019
Q4 | $3.32M | Buy |
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|
2019
Q3 | $2.25M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $926K | Sell |
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|
2018
Q3 | $1.25M | Sell |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $1M | Buy |
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|
2017
Q4 | $999K | Buy |
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|
2017
Q3 | $739K | Buy |
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|
2017
Q2 | $557K | Sell |
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|
2017
Q1 | $508K | Sell |
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|
2016
Q4 | $536K | Buy |
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|
2016
Q3 | $486K | Buy |
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|
2016
Q2 | $415K | Sell |
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|
2016
Q1 | $439K | Sell |
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|
2015
Q4 | $562K | Sell |
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|
2015
Q3 | $1.12M | Buy |
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|
2015
Q2 | $1.14M | Sell |
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|
2015
Q1 | $1.37M | Sell |
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|
2014
Q4 | $15.2K | Buy |
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|
2014
Q3 | $1.27M | Sell |
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|
2014
Q2 | $1.92M | Buy |
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|
2014
Q1 | $1.42M | Sell |
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|
2013
Q4 | $1.57M | Buy |
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|
2013
Q3 | $1.27M | Buy |
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|
2013
Q2 | $846K | Buy |
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