Delta Financial 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 | $1.1M | Buy |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $301K | Hold |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $291K | Buy |
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