Sovereign Financial 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
Q3 | $978K | Buy |
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|
2025
Q2 | $777K | Buy |
|
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|
2025
Q1 | $655K | Buy |
|
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|
2024
Q4 | $652K | Buy |
|
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|
2024
Q3 | $694K | Sell |
|
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|
2024
Q2 | $608K | Buy |
|
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|
2024
Q1 | $663K | Buy |
|
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|
2023
Q4 | $517K | Buy |
|
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|
2023
Q3 | $452K | Sell |
|
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|
2023
Q2 | $452K | Buy |
|
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|
2023
Q1 | $399K | Buy |
|
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|
2022
Q4 | $417K | Buy |
|
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|
2022
Q3 | $270K | Buy |
|
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|
2022
Q2 | $291K | Buy |
|
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|
2022
Q1 | $359K | Buy |
|
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|
2021
Q4 | $283K | Buy |
|