Regent Peak 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
Q3 | $743K | Buy |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $579K | Buy |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q3 | $204K | Buy |
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