ICA Group 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
2024
Q2
$364K Sell
2024
Q1
$1.13M Sell
2023
Q4
$927K Buy
2023
Q3
$783K Buy
2023
Q2
$657K Sell
2023
Q1
$2.83M Buy
2022
Q4
$2.93M Sell
2022
Q3
$2.85M Buy
2022
Q2
$3.25M Sell
2022
Q1
$3.81M Buy