River 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 | $2.97M | Hold |
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|
2025
Q2 | $2.42M | Buy |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.47M | Sell |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $2.28M | Buy |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $972K | Buy |
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|
2021
Q3 | $902K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $902K | Sell |
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|
2020
Q3 | $752K | Sell |
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|
2020
Q2 | $638K | Sell |
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|
2020
Q1 | $586K | Sell |
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|
2019
Q4 | $748K | Sell |
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|
2019
Q3 | $653K | Buy |
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|
2019
Q2 | $694K | Buy |
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|
2019
Q1 | $673K | Buy |
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|
2018
Q4 | $615K | Buy |
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|
2018
Q3 | $732K | Sell |
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|
2018
Q2 | $694K | Sell |
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|
2018
Q1 | $780K | Buy |
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|
2017
Q4 | $590K | Sell |
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|
2017
Q3 | $479K | Sell |
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|
2017
Q2 | $433K | Buy |
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|
2017
Q1 | $353K | Sell |
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|
2016
Q4 | $462K | Sell |
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|
2016
Q3 | $470K | Sell |
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|
2016
Q2 | $443K | Sell |
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|
2016
Q1 | $479K | Sell |
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|
2015
Q4 | $457K | Sell |
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|
2015
Q3 | $477K | Sell |
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|
2015
Q2 | $641K | Sell |
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|
2015
Q1 | $640K | Buy |
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