EP 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 | $7.46M | Buy |
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|
2025
Q1 | $5.71M | Sell |
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|
2024
Q4 | $6.39M | Sell |
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|
2024
Q3 | $7.05M | Buy |
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|
2024
Q2 | $3.87M | Buy |
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|
2024
Q1 | $3.83M | Buy |
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|
2023
Q4 | $2.63M | Buy |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $2.07M | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $858K | Sell |
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|
2021
Q2 | $978K | Buy |
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|
2021
Q1 | $955K | Buy |
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|
2020
Q4 | $673K | Buy |
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|
2020
Q3 | $448K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $323K | Sell |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $483K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $245K | Sell |
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|
2015
Q3 | $246K | Sell |
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|
2015
Q2 | $381K | Sell |
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|
2015
Q1 | $395K | Sell |
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|
2014
Q4 | $702K | Buy |
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|
2014
Q3 | $693K | Sell |
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|
2014
Q2 | $790K | Buy |
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|
2014
Q1 | $696K | Sell |
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|
2013
Q4 | $705K | Buy |
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|
2013
Q3 | $625K | Sell |
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|
2013
Q2 | $720K | Buy |
|