Journey Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.6M | Hold |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1,000K | Sell |
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|
2023
Q1 | $981K | Buy |
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|
2022
Q4 | $950K | Sell |
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|
2022
Q3 | $684K | Sell |
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|
2022
Q2 | $820K | Buy |
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|
2022
Q1 | $736K | Buy |
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|
2021
Q4 | $645K | Sell |
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|
2021
Q3 | $641K | Sell |
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|
2021
Q2 | $849K | Sell |
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|
2021
Q1 | $947K | Sell |
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|
2020
Q4 | $748K | Buy |
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