LifeSteps Financial’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 | $828K | Sell |
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|
2025
Q2 | $677K | Buy |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $645K | Hold |
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|
2024
Q3 | $696K | Hold |
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|
2024
Q2 | $593K | Hold |
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|
2024
Q1 | $652K | Buy |
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|
2023
Q4 | $520K | Hold |
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|
2023
Q3 | $480K | Hold |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $299K | Hold |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $290K | Hold |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Buy |
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