Register 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 | $497K | Buy |
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|
2025
Q2 | $403K | Hold |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $391K | Sell |
|
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|
2024
Q3 | $439K | Buy |
|
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $417K | Buy |
|