Delos Wealth Advisors’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 | $123K | Hold |
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|
2025
Q2 | $99.8K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $93.2K | Hold |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $119K | Hold |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $92.5K | Sell |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $997K | Sell |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $996K | Buy |
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