IVC 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 | $1.9M | Sell |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $969K | Sell |
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|
2023
Q1 | $913K | Sell |
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|
2022
Q4 | $996K | Buy |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $727K | Sell |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $826K | Sell |
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|
2021
Q3 | $789K | Buy |
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|
2021
Q2 | $856K | Buy |
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|
2021
Q1 | $900K | Buy |
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|
2020
Q4 | $695K | Buy |
|