Exencial 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 | $1.89M | Sell |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $2.01M | Sell |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.51M | Sell |
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|
2014
Q3 | $2.98M | Sell |
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|
2014
Q2 | $3.35M | Sell |
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|
2014
Q1 | $3.25M | Sell |
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|
2013
Q4 | $3.07M | Sell |
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|
2013
Q3 | $3.03M | Sell |
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|
2013
Q2 | $3.29M | Buy |
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