Personal CFO Solutions’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 | $409K | Buy |
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|
2025
Q2 | $331K | Buy |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $378K | Buy |
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