DHJJ 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 | $2.32M | Sell |
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|
2025
Q2 | $1.91M | Hold |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.78M | Hold |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.84M | Hold |
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|
2023
Q4 | $1.48M | Hold |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.39M | Hold |
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|
2022
Q2 | $1.51M | Hold |
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|
2022
Q1 | $1.86M | Hold |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.6M | Hold |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.93M | Hold |
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|
2020
Q4 | $1.52M | Buy |
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