Independent Solutions 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
Q3 | $267K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $385K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Buy |
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