Continuum Advisory’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 | $1.24M | Buy |
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|
2025
Q2 | $669K | Buy |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $523K | Buy |
|
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|
2024
Q3 | $450K | Buy |
|
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|
2024
Q2 | $346K | Buy |
|
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|
2024
Q1 | $357K | Sell |
|
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|
2023
Q4 | $1.29M | Sell |
|
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|
2023
Q3 | $1.33M | Buy |
|
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|
2023
Q2 | $1.15M | Sell |
|
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|
2023
Q1 | $1.08M | Sell |
|
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.38M | Buy |
|
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|
2022
Q2 | $879K | Sell |
|
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $289K | Buy |
|
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $214K | Buy |
|