IBEX Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $4.22M | Sell |
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|
2024
Q2 | $3.16M | Buy |
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|
2024
Q1 | $1.91M | Buy |
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|
2023
Q4 | $619 | Sell |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $28K | Sell |
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|
2021
Q2 | $1.21M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $326K | Sell |
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|
2017
Q3 | $292K | Buy |
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|
2017
Q2 | $228K | Sell |
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|
2017
Q1 | $211K | Buy |
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|
2016
Q4 | $194K | Sell |
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|
2016
Q3 | $364K | Buy |
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