Souders Financial 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
Q3 | $1.8M | Sell |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $791K | Buy |
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|
2021
Q3 | $648K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $630K | Sell |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $446K | Buy |
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