Encompass Wealth 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
Q2 | $320K | Sell |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Buy |
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