SageView Advisory Group’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 | $636K | Buy |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $559K | Sell |
|
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|
2024
Q2 | $477K | Buy |
|
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|
2024
Q1 | $462K | Sell |
|
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $926K | Buy |
|
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|
2023
Q2 | $825K | Buy |
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|
2023
Q1 | $723K | Sell |
|
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|
2022
Q4 | $978K | Buy |
|