Financial Engines 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 | $814K | Buy |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $469K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $411K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8K | Buy |
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