Capital Advisors 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
Q3 | $657K | Buy |
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|
2025
Q2 | $533K | Buy |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $387K | Hold |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $245K | Buy |
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