Ellevest Inc’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 | $661K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $84.9K | Buy |
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|
2022
Q4 | $80.3K | Buy |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $62K | Buy |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $48K | Sell |
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|
2021
Q2 | $59K | Buy |
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|
2021
Q1 | $54K | Sell |
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|
2020
Q4 | $62K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $70K | Sell |
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|
2020
Q1 | $133K | Buy |
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|
2019
Q4 | $105K | Buy |
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|
2019
Q3 | $54K | Buy |
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|
2019
Q2 | $58K | Buy |
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