Centurion 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 | $898K | Hold |
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|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $656K | Hold |
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|
2024
Q4 | $656K | Hold |
|
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|
2024
Q3 | $708K | Buy |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $564K | Sell |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $485K | Hold |
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|
2023
Q1 | $451K | Sell |
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|
2022
Q4 | $473K | Buy |
|