Opes 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
Q2 | $1.92M | Sell |
|
|||||
|
2025
Q1 | $1.63M | Buy |
|
|||||
|
2024
Q4 | $1.8M | Sell |
|
|||||
|
2024
Q3 | $1.95M | Buy |
|
|||||
|
2024
Q2 | $1.66M | Buy |
|
|||||
|
2024
Q1 | $1.82M | Buy |
|
|||||
|
2023
Q4 | $1.38M | Buy |
|
|||||
|
2023
Q3 | $1.27M | Buy |
|
|||||
|
2023
Q2 | $1.14M | Buy |
|
|||||
|
2023
Q1 | $563K | Hold |
|
|||||
|
2022
Q4 | $589K | Sell |
|
|||||
|
2022
Q3 | $437K | Hold |
|
|||||
|
2022
Q2 | $477K | Hold |
|
|||||
|
2022
Q1 | $594K | Hold |
|
|||||
|
2021
Q4 | $551K | Hold |
|
|||||
|
2021
Q3 | $512K | Hold |
|
|||||
|
2021
Q2 | $580K | Hold |
|
|||||
|
2021
Q1 | $618K | Hold |
|
|||||
|
2020
Q4 | $485K | Hold |
|
|||||
|
2020
Q3 | $398K | Hold |
|
|||||
|
2020
Q2 | $337K | Hold |
|
|||||
|
2020
Q1 | $309K | Buy |
|