Royal Capital Wealth Management’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 | $427K | Hold |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $239K | Buy |
|