Paces Ferry 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 | $255K | Sell |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $200K | Sell |
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|
2020
Q3 | $165K | Buy |
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