BigSur 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $220K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $391K | Hold |
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|
2022
Q4 | $410K | Hold |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $381K | Hold |
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $372K | Hold |
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|
2021
Q1 | $396K | Hold |
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|
2020
Q4 | $311K | Hold |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $341K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $316K | Hold |
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|
2019
Q1 | $313K | Hold |
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|
2018
Q4 | $294K | Buy |
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|
2018
Q3 | $322K | Buy |
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|
2018
Q2 | $244K | Sell |
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|
2018
Q1 | $311K | Hold |
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|
2017
Q4 | $332K | Sell |
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|
2017
Q3 | $325K | Hold |
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|
2017
Q2 | $301K | Hold |
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|
2017
Q1 | $261K | Sell |
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|
2016
Q4 | $270K | Buy |
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