Magnus Financial 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
Q3 | $1.62M | Buy |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $934K | Sell |
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|
2023
Q3 | $866K | Buy |
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|
2023
Q2 | $768K | Sell |
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|
2023
Q1 | $722K | Buy |
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|
2022
Q4 | $579K | Buy |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $456K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $341K | Sell |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $346K | Buy |
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