Moser 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 | $85.4K | Hold |
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|
2025
Q1 | $72.6K | Hold |
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|
2024
Q4 | $79.8K | Hold |
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|
2024
Q3 | $86K | Hold |
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|
2024
Q2 | $73.3K | Hold |
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|
2024
Q1 | $80.6K | Hold |
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|
2023
Q4 | $65K | Hold |
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|
2023
Q3 | $60.1K | Hold |
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|
2023
Q2 | $54.1K | Buy |
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|
2022
Q4 | $52.7K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $48K | Buy |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Buy |
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