Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $784K | Sell |
|
|||||
|
2024
Q3 | $850K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $880K | Buy |
|
|||||
|
2023
Q4 | $706K | Buy |
|
|||||
|
2023
Q3 | $413K | Buy |
|
|||||
|
2023
Q2 | $287K | Buy |
|
|||||
|
2023
Q1 | $254K | Sell |
|
|||||
|
2022
Q4 | $276K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $211K | Buy |
|
|||||
|
2022
Q1 | $260K | Buy |
|
|||||
|
2021
Q4 | $239K | Buy |
|
|||||
|
2021
Q3 | $219K | Sell |
|
|||||
|
2021
Q2 | $249K | Sell |
|
|||||
|
2021
Q1 | $312K | Buy |
|
|||||
|
2020
Q4 | $201K | Sell |
|
|||||
|
2020
Q3 | $248K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $223K | Buy |
|
|||||
|
2019
Q1 | $112K | Sell |
|
|||||
|
2018
Q4 | $125K | Buy |
|