High Net Worth Advisory 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 | $1.14M | Sell |
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|
2025
Q1 | $982K | Sell |
|
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|
2024
Q4 | $1.14M | Sell |
|
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|
2024
Q3 | $1.53M | Hold |
|
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|
2024
Q2 | $1.3M | Buy |
|
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|
2024
Q1 | $1.33M | Buy |
|
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|
2023
Q4 | $998K | Sell |
|
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|
2023
Q3 | $982K | Sell |
|
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|
2023
Q2 | $912K | Sell |
|
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|
2023
Q1 | $930K | Sell |
|
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|
2022
Q4 | $1.01M | Sell |
|
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|
2022
Q3 | $717K | Hold |
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|
2022
Q2 | $782K | Sell |
|
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|
2022
Q1 | $1.03M | Buy |
|
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|
2021
Q4 | $851K | Buy |
|