Peterson 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
Q3 | $409K | Sell |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $350K | Buy |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $236K | Buy |
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