Bell Investment 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 | $143K | Sell |
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|
2025
Q1 | $125K | Buy |
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|
2024
Q4 | $135K | Buy |
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|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $123K | Sell |
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|
2024
Q1 | $137K | Buy |
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|
2023
Q4 | $103K | Sell |
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|
2023
Q3 | $97.5K | Sell |
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|
2023
Q2 | $88.1K | Buy |
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|
2023
Q1 | $80.1K | Sell |
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|
2022
Q4 | $85.5K | Buy |
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|
2022
Q3 | $42K | Sell |
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|
2022
Q2 | $50K | Buy |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $40K | Buy |
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