RMR Wealth Builders’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $535K | Buy |
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|
2024
Q3 | $553K | Sell |
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|
2024
Q2 | $689K | Sell |
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|
2024
Q1 | $862K | Buy |
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|
2023
Q4 | $689K | Sell |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $246K | Sell |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $44K | Buy |
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|
2019
Q4 | $103K | Buy |
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