Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $617K | Sell |
|
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|
2023
Q3 | $583K | Buy |
|
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|
2023
Q2 | $522K | Buy |
|
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $869K | Sell |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $844K | Buy |
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|
2021
Q4 | $523K | Sell |
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|
2021
Q3 | $487K | Sell |
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|
2021
Q2 | $561K | Buy |
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|
2021
Q1 | $592K | Buy |
|