Drive 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 | $2.28M | Sell |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $934K | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $683K | Buy |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $505K | Buy |
|
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $201K | Buy |
|