IHT 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 | $4.64M | Buy |
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|
2025
Q1 | $3.84M | Buy |
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|
2024
Q4 | $3.6M | Sell |
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|
2024
Q3 | $5.3M | Buy |
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|
2024
Q2 | $3.63M | Buy |
|
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|
2024
Q1 | $3.81M | Sell |
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|
2023
Q4 | $3.16M | Buy |
|
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.52M | Buy |
|
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|
2023
Q1 | $1.96M | Buy |
|
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $857K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $980K | Buy |
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|
2021
Q3 | $859K | Sell |
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|
2021
Q2 | $1.58M | Buy |
|
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $991K | Buy |
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|
2020
Q3 | $680K | Buy |
|
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|
2020
Q2 | $552K | Sell |
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|
2020
Q1 | $591K | Sell |
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|
2019
Q4 | $812K | Buy |
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|
2019
Q3 | $641K | Buy |
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|
2019
Q2 | $631K | Buy |
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|
2019
Q1 | $553K | Buy |
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|
2018
Q4 | $477K | Sell |
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|
2018
Q3 | $651K | Buy |
|
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|
2018
Q2 | $397K | Sell |
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|
2018
Q1 | $427K | Sell |
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|
2017
Q4 | $513K | Buy |
|
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|
2017
Q3 | $334K | Sell |
|
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|
2017
Q2 | $4 | Buy |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $228K | Buy |
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