Perfromance Wealth Partners’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 | $1.72M | Buy |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.39M | Buy |
|
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $7.15M | Buy |
|
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|
2023
Q4 | $5.53M | Sell |
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|
2023
Q3 | $5.51M | Buy |
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|
2023
Q2 | $4.36M | Buy |
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|
2023
Q1 | $3.34M | Buy |
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|
2022
Q4 | $2.55M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $1.54M | Buy |
|