Petix & Botte Financial’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 | $509K | Hold |
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|
2025
Q1 | $433K | Hold |
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|
2024
Q4 | $476K | Hold |
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|
2024
Q3 | $513K | Hold |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $388K | Hold |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $323K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $252K | Buy |
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