Destination 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 | $492K | Buy |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $299K | Sell |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $104K | Buy |
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|
2019
Q1 | $16K | Sell |
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|
2018
Q4 | $102K | Buy |
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|
2018
Q3 | $25K | Buy |
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|
2018
Q2 | $14K | Sell |
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|
2018
Q1 | $23K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $221K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $321K | Buy |
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