Secure Asset 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
Q3 | $361K | Buy |
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|
2025
Q2 | $291K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $377K | Sell |
|
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $231K | Buy |
|