Integris 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 | $12M | Sell |
|
|||||
|
2025
Q2 | $9.82M | Sell |
|
|||||
|
2025
Q1 | $8.35M | Hold |
|
|||||
|
2024
Q4 | $9.19M | Sell |
|
|||||
|
2024
Q3 | $10.2M | Sell |
|
|||||
|
2024
Q2 | $8.75M | Sell |
|
|||||
|
2024
Q1 | $9.64M | Sell |
|
|||||
|
2023
Q4 | $7.83M | Sell |
|
|||||
|
2023
Q3 | $7.62M | Buy |
|
|||||
|
2023
Q2 | $6.84M | Hold |
|
|||||
|
2023
Q1 | $6.36M | Hold |
|
|||||
|
2022
Q4 | $6.66M | Buy |
|