Garrett Wealth Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.61M | Sell |
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|
2025
Q3 | $1.35M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $907K | Buy |
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|
2024
Q4 | $533K | Buy |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $391K | Hold |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $335K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $46.9K | Buy |
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