Householder Group Estate & Retirement Specialist’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$533K Sell
2024
Q2
$530K Buy
2024
Q1
$580K Buy
2023
Q4
$408K Sell
2023
Q3
$385K Buy
2023
Q1
$482K Buy
2022
Q4
Sell
2022
Q3
$223K Buy
2022
Q2
$219K Buy
2022
Q1
$273K Buy
2021
Q4
$202K Buy