Journey Strategic Wealth’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 | $2.41M | Sell |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $718K | Buy |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $320K | Buy |
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