Prosperity Consulting 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 | $1.25M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.21M | Buy |
|
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $2.03M | Sell |
|
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $302K | Sell |
|
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $298K | Buy |
|