Intrua Financial’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 | $523K | Sell |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $966K | Buy |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $615K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $404K | Hold |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $300K | Buy |
|