Compass 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
Q2 | – | Sell |
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|
2025
Q1 | $52.4K | Hold |
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|
2024
Q4 | $57.7K | Hold |
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|
2024
Q3 | $62.2K | Hold |
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|
2024
Q2 | $53K | Sell |
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|
2024
Q1 | $60.5K | Hold |
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|
2023
Q4 | $48.8K | Hold |
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|
2023
Q3 | $45K | Hold |
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|
2023
Q2 | $40.6K | Hold |
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|
2023
Q1 | $37.8K | Hold |
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|
2022
Q4 | $39.5K | Buy |
|