Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.82M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $253K | Hold |
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|
2018
Q3 | $304K | Hold |
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|
2018
Q2 | $270K | Sell |
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|
2018
Q1 | $323K | Hold |
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|
2017
Q4 | $345K | Buy |
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|
2016
Q3 | $78K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $157K | Hold |
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|
2014
Q2 | $172K | Sell |
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|
2014
Q1 | $166K | Sell |
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|
2013
Q4 | $2.46M | Buy |
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|
2013
Q3 | $132K | Buy |
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|
2013
Q2 | $16K | Buy |
|