GeoWealth 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 | $366K | Sell |
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|
2025
Q1 | $958K | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $970K | Sell |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $291K | Sell |
|
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $537K | Sell |
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|
2022
Q1 | $688K | Buy |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $416K | Buy |
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