Pathway Financial 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
Q3 | $1.29M | Hold |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.38M | Hold |
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|
2024
Q2 | $1.17M | Hold |
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|
2024
Q1 | $1.29M | Hold |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $866K | Hold |
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|
2023
Q2 | $781K | Buy |
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|
2023
Q1 | $724K | Hold |
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|
2022
Q4 | $758K | Hold |
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|
2022
Q3 | $519K | Hold |
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|
2022
Q2 | $565K | Hold |
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|
2022
Q1 | $705K | Sell |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q1 | $767K | Hold |
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|
2020
Q4 | $704K | Hold |
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|
2020
Q3 | $479K | Hold |
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|
2020
Q2 | $413K | Hold |
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|
2020
Q1 | $374K | Hold |
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|
2019
Q4 | $476K | Hold |
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|
2019
Q3 | $483K | Sell |
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|
2019
Q2 | $447K | Buy |
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|
2019
Q1 | $429K | Hold |
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|
2018
Q4 | $402K | Hold |
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|
2018
Q3 | $410K | Sell |
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|
2018
Q2 | $434K | Hold |
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|
2018
Q1 | $472K | Sell |
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|
2017
Q4 | $530K | Buy |
|