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