Future Financial 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 | $128K | Sell |
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|
2025
Q2 | $108K | Buy |
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|
2025
Q1 | $88.7K | Sell |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $125K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $185K | Sell |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $224K | Buy |
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