Providence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $4.11M | Sell |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q2 | $3.78M | Buy |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $2.8M | Sell |
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|
2023
Q1 | $2.62M | Sell |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $2.73M | Sell |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $2.56M | Buy |
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|
2021
Q4 | $2.6M | Sell |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $2.54M | Buy |
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|
2021
Q1 | $2.71M | Buy |
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|
2020
Q4 | $2.09M | Sell |
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|
2020
Q3 | $1.73M | Sell |
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|
2020
Q2 | $1.62M | Buy |
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|
2020
Q1 | $1.46M | Buy |
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|
2019
Q4 | $1.71M | Sell |
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|
2019
Q3 | $2.53M | Sell |
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|
2019
Q2 | $2.73M | Sell |
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|
2019
Q1 | $2.78M | Sell |
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|
2018
Q4 | $2.54M | Sell |
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|
2018
Q3 | $3.11M | Sell |
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|
2018
Q2 | $2.79M | Sell |
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|
2018
Q1 | $2.97M | Buy |
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