MRA Advisory 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
Q2 | $537K | Hold |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $588K | Buy |
|
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|
2024
Q2 | $488K | Sell |
|
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|
2024
Q1 | $566K | Buy |
|
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|
2023
Q4 | $385K | Buy |
|
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|
2023
Q3 | $355K | Buy |
|
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $570K | Sell |
|
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|
2022
Q4 | $804K | Sell |
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|
2022
Q3 | $655K | Buy |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $793K | Sell |
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|
2021
Q4 | $767K | Buy |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $204K | Buy |
|