FSA 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 | $136K | Hold |
|
|||||
|
2025
Q1 | $116K | Hold |
|
|||||
|
2024
Q4 | $127K | Sell |
|
|||||
|
2024
Q3 | $191K | Buy |
|
|||||
|
2024
Q1 | $128K | Hold |
|
|||||
|
2023
Q4 | $103K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $49K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $34K | Hold |
|
|||||
|
2020
Q1 | $31K | Hold |
|
|||||
|
2019
Q4 | $39K | Buy |
|