GPS Wealth Strategies Group’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
$1.71M Buy
2025
Q1
$1.42M Sell
2024
Q4
$1.72M Sell
2024
Q3
$2.05M Sell
2024
Q2
$1.77M Buy
2024
Q1
$1.88M Buy
2023
Q4
$1.46M Buy
2023
Q3
$1.32M Buy
2023
Q2
$1.11M Buy
2023
Q1
$936K Buy
2022
Q4
Sell
2022
Q3
$602K Buy
2022
Q2
$624K Sell
2022
Q1
$832K Sell
2021
Q4
$817K Buy
2021
Q3
$709K Buy
2021
Q2
$780K Buy
2021
Q1
$769K Buy
2020
Q4
$554K Sell
2020
Q3
$509K Buy