Pinnacle Wealth Management Advisory Group’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 | $3.75M | Buy |
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|
2025
Q2 | $2.78M | Buy |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $2.05M | Buy |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $854K | Sell |
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|
2023
Q1 | $835K | Sell |
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|
2022
Q4 | $971K | Buy |
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|
2022
Q3 | $561K | Sell |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | $394K | Hold |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $268K | Buy |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $202K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $349K | Buy |
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|
2015
Q1 | $297K | Buy |
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|
2014
Q4 | $307K | Buy |
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