Spire Wealth Management’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 | $6.15M | Buy |
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|
2025
Q2 | $4.17M | Sell |
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|
2025
Q1 | $4.92M | Buy |
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|
2024
Q4 | $4.69M | Sell |
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|
2024
Q3 | $6.33M | Buy |
|
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|
2024
Q2 | $3.9M | Sell |
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|
2024
Q1 | $5.12M | Buy |
|
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|
2023
Q4 | $3.91M | Buy |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $2.13M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $2.17M | Sell |
|
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $3.92M | Sell |
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|
2021
Q3 | $3.84M | Sell |
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|
2021
Q2 | $16.1M | Buy |
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|
2021
Q1 | $16.7M | Buy |
|