EverSource 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 | $1.35M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $652K | Sell |
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|
2023
Q2 | $592K | Sell |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $112K | Buy |
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