Mission Wealth Management’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 | $4.91M | Sell |
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|
2025
Q2 | $4.07M | Sell |
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|
2025
Q1 | $3.5M | Buy |
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|
2024
Q4 | $2.91M | Sell |
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|
2024
Q3 | $3.17M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $868K | Buy |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | $574K | Buy |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $767K | Buy |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | $564K | Sell |
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|
2021
Q2 | $699K | Buy |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $222K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $52K | Buy |
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