Regal Investment 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 | $683K | Sell |
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|
2025
Q2 | $648K | Buy |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $995K | Sell |
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|
2023
Q2 | $947K | Buy |
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|
2023
Q1 | $836K | Buy |
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|
2022
Q4 | $850K | Buy |
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|
2022
Q3 | $565K | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $2.07M | Sell |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $1.8M | Buy |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.32M | Sell |
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|
2019
Q3 | $2.01M | Sell |
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|
2019
Q2 | $2.24M | Sell |
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|
2019
Q1 | $2.38M | Buy |
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|
2018
Q4 | $2.15M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $290K | Buy |
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|
2017
Q3 | $225K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $248K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $289K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $117K | Buy |
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|
2015
Q2 | $73K | Hold |
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|
2015
Q1 | $69K | Buy |
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|
2014
Q4 | $52K | Sell |
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|
2014
Q3 | $455K | Sell |
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|
2014
Q2 | $500K | Sell |
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|
2014
Q1 | $555K | Buy |
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|
2013
Q4 | $434K | Sell |
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|
2013
Q3 | $524K | Buy |
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|
2013
Q2 | $484K | Buy |
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