Platte River 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
2024
Q3
$237K Sell
2024
Q2
$311K Sell
2024
Q1
$379K Buy
2022
Q1
Sell
2021
Q4
$235K Buy