FSB Premier 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
Q3 | $570K | Buy |
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|
2025
Q2 | $463K | Buy |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $379K | Sell |
|
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|
2024
Q3 | $448K | Buy |
|
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|
2024
Q2 | $381K | Hold |
|
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|
2024
Q1 | $419K | Buy |
|
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $524K | Buy |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $391K | Buy |
|