Retirement Guys Formula’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
$830K Sell
2025
Q2
$1.93M Buy
2025
Q1
$1.54M Buy
2024
Q4
$1.49M Buy
2024
Q3
$1.59M Buy
2024
Q2
$1.31M Buy
2024
Q1
$1.32M Sell
2023
Q4
$1.13M Buy
2023
Q3
$902K Buy