Financial Enhancement Group’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 | $3.88M | Buy |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $200K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $52K | Sell |
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|
2021
Q3 | $49K | Sell |
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|
2021
Q2 | $4.5M | Sell |
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|
2021
Q1 | $5M | Buy |
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|
2020
Q4 | $88K | Hold |
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|
2020
Q3 | $72K | Hold |
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|
2020
Q2 | $61K | Sell |
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|
2020
Q1 | $88K | Sell |
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|
2019
Q4 | $186K | Hold |
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|
2019
Q3 | $159K | Hold |
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|
2019
Q2 | $172K | Sell |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | $76K | Hold |
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|
2018
Q3 | $76K | Hold |
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|
2018
Q2 | $68K | Hold |
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|
2018
Q1 | $74K | Buy |
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