Rise 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 | $614K | Buy |
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|
2025
Q2 | $497K | Sell |
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|
2025
Q1 | $440K | Sell |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $481K | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | $180K | Buy |
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|
2022
Q4 | $152K | Buy |
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|
2022
Q3 | $93K | Buy |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $72K | Buy |
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|
2021
Q4 | $61.5K | Buy |
|