Inspirion 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
Q3
$247K Sell
2025
Q2
$351K Sell
2025
Q1
$314K Buy
2024
Q4
$229K Hold
2024
Q3
$247K Hold
2024
Q2
$210K Buy
2024
Q1
$205K Buy