Golden State Wealth 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 | $1.28M | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2022
Q1 | $926K | Buy |
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|
2021
Q4 | $773K | Buy |
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|
2021
Q3 | $616K | Sell |
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|
2021
Q2 | $704K | Buy |
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|
2021
Q1 | $462K | Sell |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $266K | Buy |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $306K | Sell |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $331K | Buy |
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|
2019
Q1 | $248K | Buy |
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