Soltis Investment 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 | $793K | Buy |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $507K | Hold |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $374K | Buy |
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