Guardian Wealth Advisors (North Carolina)’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 | $1.61M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $790K | Buy |
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|
2024
Q2 | $670K | Sell |
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|
2024
Q1 | $756K | Sell |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $604K | Buy |
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|
2023
Q2 | $531K | Sell |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $382K | Buy |
|