Global Wealth Strategies & Associates’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 | $158K | Buy |
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|
2025
Q2 | $116K | Hold |
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|
2025
Q1 | $98.3K | Hold |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $64.1K | Hold |
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|
2024
Q2 | $54.6K | Hold |
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|
2024
Q1 | $60.1K | Hold |
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|
2023
Q4 | $48.5K | Hold |
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|
2023
Q3 | $44.8K | Buy |
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|
2023
Q2 | $23.9K | Hold |
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|
2023
Q1 | $22.2K | Buy |
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|
2022
Q4 | $13.7K | Buy |
|