Financial & Tax Architects’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 | $8.72M | Sell |
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|
2025
Q2 | $7.59M | Buy |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $6.5M | Buy |
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|
2024
Q3 | $6.97M | Sell |
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|
2024
Q2 | $6.02M | Buy |
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|
2024
Q1 | $6.54M | Sell |
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|
2023
Q4 | $6.08M | Sell |
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|
2023
Q3 | $5.69M | Sell |
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|
2023
Q2 | $5.38M | Buy |
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|
2023
Q1 | $4.7M | Buy |
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|
2022
Q4 | $4.94M | Sell |
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|
2022
Q3 | $4.02M | Buy |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $4.41M | Buy |
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|
2021
Q4 | $3.66M | Buy |
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|
2021
Q3 | $3.08M | Buy |
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|
2021
Q2 | $3.14M | Buy |
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|
2021
Q1 | $3.18M | Buy |
|