Finer Wealth Management’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 | $3.9M | Buy |
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|
2025
Q1 | $3.19M | Buy |
|
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|
2024
Q4 | $3.42M | Buy |
|
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|
2024
Q3 | $3.65M | Sell |
|
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|
2024
Q2 | $3.26M | Sell |
|
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|
2024
Q1 | $3.73M | Buy |
|
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|
2023
Q4 | $2.89M | Buy |
|
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|
2023
Q3 | $2.66M | Buy |
|
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|
2023
Q2 | $2.33M | Buy |
|
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|
2023
Q1 | $2.09M | Buy |
|
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|
2022
Q4 | $2.18M | Buy |
|
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|
2022
Q3 | $1.48M | Buy |
|
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|
2022
Q2 | $1.55M | Buy |
|
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|
2022
Q1 | $1.91M | Buy |
|
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|
2021
Q4 | $1.73M | Buy |
|