Omnia Family Wealth’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 | $409K | Buy |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $259K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $210K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $125K | Hold |
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|
2018
Q4 | $117K | Buy |
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|
2018
Q3 | $80K | Hold |
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|
2018
Q2 | $71K | Hold |
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|
2018
Q1 | $77K | Hold |
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|
2017
Q4 | $83K | Sell |
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|
2017
Q3 | $75K | Hold |
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|
2017
Q2 | $65K | Sell |
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|
2017
Q1 | $63K | Sell |
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|
2016
Q4 | $86K | Buy |
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