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