FAS Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.3M | Buy |
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|
2025
Q2 | $5.78M | Buy |
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|
2025
Q1 | $4.69M | Buy |
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|
2024
Q4 | $4.98M | Buy |
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|
2024
Q3 | $5.26M | Buy |
|
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|
2024
Q2 | $4.37M | Buy |
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|
2024
Q1 | $4.51M | Buy |
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|
2023
Q4 | $3.58M | Buy |
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|
2023
Q3 | $3.09M | Buy |
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|
2023
Q2 | $2.73M | Buy |
|
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.67M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $893K | Buy |
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|
2021
Q3 | $453K | Buy |
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|
2021
Q2 | $427K | Buy |
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|
2021
Q1 | $359K | Sell |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $402K | Sell |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $476K | Buy |
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|
2018
Q1 | $517K | Sell |
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|
2017
Q4 | $614K | Buy |
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|
2017
Q3 | $483K | Buy |
|
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|
2017
Q2 | $344K | Buy |
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|
2017
Q1 | $294K | Sell |
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|
2016
Q4 | $297K | Buy |
|