Prestige Wealth Management 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
Q2 | $992K | Buy |
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|
2025
Q1 | $832K | Buy |
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|
2024
Q4 | $912K | Buy |
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|
2024
Q3 | $949K | Sell |
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|
2024
Q2 | $820K | Sell |
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|
2024
Q1 | $964K | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $577K | Buy |
|
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|
2022
Q4 | $564K | Buy |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $322K | Sell |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $265K | Buy |
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|
2020
Q3 | $185K | Buy |
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|
2020
Q2 | $129K | Buy |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $30K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $52K | Buy |
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