Kestra Advisory Services’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 | $88.2M | Buy |
|
|||||
|
2025
Q2 | $64.6M | Buy |
|
|||||
|
2025
Q1 | $52.9M | Sell |
|
|||||
|
2024
Q4 | $59.5M | Buy |
|
|||||
|
2024
Q3 | $61.6M | Sell |
|
|||||
|
2024
Q2 | $53.7M | Buy |
|
|||||
|
2024
Q1 | $54.5M | Buy |
|
|||||
|
2023
Q4 | $39.8M | Buy |
|
|||||
|
2023
Q3 | $35M | Buy |
|
|||||
|
2023
Q2 | $29M | Sell |
|
|||||
|
2023
Q1 | $27.1M | Sell |
|
|||||
|
2022
Q4 | $30.9M | Buy |
|
|||||
|
2022
Q3 | $14.2M | Sell |
|
|||||
|
2022
Q2 | $17M | Buy |
|
|||||
|
2022
Q1 | $17.2M | Buy |
|
|||||
|
2021
Q4 | $15.1M | Buy |
|
|||||
|
2021
Q3 | $13.3M | Buy |
|
|||||
|
2021
Q2 | $13.8M | Sell |
|
|||||
|
2021
Q1 | $15.3M | Sell |
|
|||||
|
2020
Q4 | $13.4M | Buy |
|
|||||
|
2020
Q3 | $7.68M | Buy |
|