Sound Income Strategies’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 | $1.07M | Sell |
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|
2025
Q2 | $864K | Buy |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $666K | Sell |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $696K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $113K | Sell |
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|
2022
Q2 | $123K | Hold |
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|
2022
Q1 | $153K | Buy |
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|
2021
Q4 | $141K | Buy |
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|
2021
Q3 | $129K | Sell |
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|
2021
Q2 | $147K | Sell |
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|
2021
Q1 | $168K | Buy |
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|
2020
Q4 | $43K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $27K | Sell |
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|
2019
Q4 | $45K | Sell |
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|
2019
Q3 | $46K | Sell |
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|
2019
Q2 | $52K | Buy |
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|
2019
Q1 | $41K | Sell |
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|
2018
Q4 | $85K | Hold |
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|
2018
Q3 | $101K | Buy |
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|
2018
Q2 | $32K | Buy |
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|
2018
Q1 | $34K | Sell |
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|
2017
Q4 | $40K | Buy |
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