Quantum Financial 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
Q3 | $740K | Hold |
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|
2025
Q2 | $602K | Hold |
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|
2025
Q1 | $511K | Hold |
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|
2024
Q4 | $562K | Hold |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $569K | Hold |
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|
2023
Q4 | $459K | Hold |
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|
2023
Q3 | $424K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $355K | Hold |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $293K | Buy |
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