Horizon 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 | $855K | Sell |
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|
2025
Q1 | $733K | Buy |
|
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|
2024
Q4 | $797K | Buy |
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|
2024
Q3 | $858K | Buy |
|
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|
2024
Q2 | $730K | Sell |
|
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|
2024
Q1 | $930K | Sell |
|
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|
2023
Q4 | $790K | Sell |
|
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|
2023
Q3 | $839K | Buy |
|
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|
2023
Q2 | $754K | Buy |
|
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|
2023
Q1 | $699K | Sell |
|
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|
2022
Q4 | $905K | Buy |
|
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|
2022
Q3 | $583K | Sell |
|
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $847K | Sell |
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|
2021
Q4 | $1.44M | Buy |
|