Compton Wealth Advisory Group’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 | $3.25M | Buy |
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|
2025
Q2 | $2.54M | Buy |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $2.66M | Sell |
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|
2024
Q3 | $2.89M | Buy |
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|
2024
Q2 | $2.44M | Buy |
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|
2024
Q1 | $2.45M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $378K | Buy |
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|
2019
Q4 | – | Sell |
|
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $844K | Buy |
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|
2019
Q1 | $747K | Buy |
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|
2018
Q4 | $696K | Buy |
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