GoalVest 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 | $63.5K | Hold |
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|
2025
Q2 | $51.6K | Sell |
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|
2025
Q1 | $82.5K | Hold |
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|
2024
Q4 | $90.7K | Hold |
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|
2024
Q3 | $97.8K | Hold |
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|
2024
Q2 | $83.3K | Sell |
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|
2024
Q1 | $108K | Buy |
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|
2023
Q4 | $73.9K | Sell |
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|
2023
Q3 | $71.8K | Buy |
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|
2023
Q2 | $61.8K | Hold |
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|
2023
Q1 | $57.4K | Sell |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $180K | Sell |
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|
2022
Q2 | $921K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q2 | $761K | Buy |
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|
2021
Q1 | $333K | Buy |
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