J.W. Cole Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $12.8M | Sell |
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|
2025
Q3 | $11.8M | Sell |
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|
2025
Q2 | $9.62M | Buy |
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|
2025
Q1 | $7.46M | Buy |
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|
2024
Q4 | $3.5M | Buy |
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|
2024
Q3 | $3.74M | Buy |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $3.27M | Buy |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $2.08M | Sell |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $3.66M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.02M | Buy |
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