Principle Wealth Partners’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 | $8.25M | Sell |
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|
2025
Q1 | $7.11M | Sell |
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|
2024
Q4 | $7.87M | Sell |
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|
2024
Q3 | $8.7M | Sell |
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|
2024
Q2 | $7.67M | Sell |
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|
2024
Q1 | $8.59M | Sell |
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|
2023
Q4 | $6.95M | Sell |
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|
2023
Q3 | $6.44M | Sell |
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|
2023
Q2 | $5.81M | Buy |
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|
2023
Q1 | $5.35M | Sell |
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|
2022
Q4 | $5.61M | Sell |
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|
2022
Q3 | $4.02K | Buy |
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|
2022
Q2 | $3.88M | Buy |
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|
2022
Q1 | $4.66M | Sell |
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|
2021
Q4 | $4.41M | Buy |
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|
2021
Q3 | $3.95M | Buy |
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|
2021
Q2 | $4.21M | Sell |
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|
2021
Q1 | $4.91M | Buy |
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|
2020
Q4 | $3.76M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $29K | Buy |
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