Guardian 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
$897K Sell
2025
Q1
$764K Sell
2024
Q4
$841K Sell
2024
Q3
$916K Sell
2024
Q2
$800K Buy
2024
Q1
$791K Sell
2023
Q4
$648K Buy
2023
Q3
$454K Buy
2023
Q2
$409K Sell
2023
Q1
$388K Buy
2022
Q4
$321K Sell
2022
Q3
$221K Buy
2022
Q2
$240K Buy
2022
Q1
$297K Buy
2021
Q4
$266K Buy