IAG Wealth Partners’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 | $179K | Sell |
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|
2025
Q1 | $154K | Sell |
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|
2024
Q4 | $188K | Buy |
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|
2024
Q3 | $42.7K | Buy |
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|
2024
Q2 | $21.7K | Buy |
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|
2024
Q1 | $18.3K | Hold |
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|
2023
Q4 | $14.8K | Hold |
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|
2023
Q3 | $13.7K | Hold |
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|
2023
Q2 | $12.3K | Sell |
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|
2023
Q1 | $15.8K | Hold |
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|
2022
Q4 | $16.5K | Hold |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $14K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Buy |
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