SFMG Wealth Advisors’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 | $583K | Sell |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $570K | Buy |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $261K | Buy |
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