Sanchez Wealth Management 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 | $558K | Sell |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $352K | Buy |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | $203K | Buy |
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|
2018
Q3 | $242K | Buy |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $324K | Buy |
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|
2017
Q4 | $373K | Buy |
|