Meridian Wealth Advisors’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 | $413K | Hold |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $268K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $161K | Buy |
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