Sound View Wealth Advisors Group’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 | $4.08M | Sell |
|
|||||
|
2025
Q1 | $3.86M | Sell |
|
|||||
|
2024
Q4 | $4.33M | Buy |
|
|||||
|
2024
Q3 | $4.46M | Buy |
|
|||||
|
2024
Q2 | $3.25M | Buy |
|
|||||
|
2024
Q1 | $3.47M | Sell |
|
|||||
|
2023
Q4 | $3.03M | Buy |
|
|||||
|
2023
Q3 | $2.53M | Buy |
|
|||||
|
2023
Q2 | $1.11M | Sell |
|
|||||
|
2023
Q1 | $1.04M | Sell |
|
|||||
|
2022
Q4 | $3.03M | Buy |
|
|||||
|
2022
Q3 | $664K | Sell |
|
|||||
|
2022
Q2 | $725K | Buy |
|
|||||
|
2022
Q1 | $630K | Buy |
|
|||||
|
2021
Q4 | $531K | Sell |
|
|||||
|
2021
Q3 | $504K | Buy |
|
|||||
|
2021
Q2 | $548K | Sell |
|
|||||
|
2021
Q1 | $727K | Buy |
|
|||||
|
2020
Q4 | $565K | Sell |
|
|||||
|
2020
Q3 | $500K | Buy |
|
|||||
|
2020
Q2 | $424K | Buy |
|
|||||
|
2020
Q1 | $388K | Sell |
|
|||||
|
2019
Q4 | $498K | Sell |
|
|||||
|
2019
Q3 | $468K | Sell |
|
|||||
|
2019
Q2 | $744K | Buy |
|