Global Wealth Management Investment Advisory’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 | $5.69M | Sell |
|
|||||
|
2025
Q2 | $4.83M | Sell |
|
|||||
|
2025
Q1 | $4.3M | Buy |
|
|||||
|
2024
Q4 | $4.57M | Buy |
|
|||||
|
2024
Q3 | $4.82M | Buy |
|
|||||
|
2024
Q2 | $3.98M | Buy |
|
|||||
|
2024
Q1 | $4.22M | Sell |
|
|||||
|
2023
Q4 | $3.41M | Buy |
|
|||||
|
2023
Q3 | $3.05M | Buy |
|
|||||
|
2023
Q2 | $2.52M | Buy |
|
|||||
|
2023
Q1 | $2.27M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $120K | Sell |
|
|||||
|
2022
Q1 | $165K | Sell |
|
|||||
|
2021
Q4 | $159K | Sell |
|
|||||
|
2021
Q3 | $155K | Buy |
|
|||||
|
2021
Q2 | $159K | Hold |
|
|||||
|
2021
Q1 | $169K | Sell |
|
|||||
|
2020
Q4 | $143K | Buy |
|
|||||
|
2020
Q3 | $117K | Sell |
|
|||||
|
2020
Q2 | $108K | Sell |
|
|||||
|
2020
Q1 | $103K | Buy |
|
|||||
|
2019
Q4 | $123K | Sell |
|
|||||
|
2019
Q3 | $107K | Sell |
|
|||||
|
2019
Q2 | $121K | Sell |
|
|||||
|
2019
Q1 | $221K | Sell |
|
|||||
|
2018
Q4 | $353K | Buy |
|