Millington Financial 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
Q3 | $648K | Buy |
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|
2025
Q2 | $545K | Buy |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $314K | Buy |
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