SS&H 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Hold |
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|
2025
Q2 | $1.37M | Hold |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.38M | Hold |
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|
2024
Q2 | $1.17M | Hold |
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|
2024
Q1 | $1.29M | Hold |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $962K | Buy |
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|
2023
Q1 | $830K | Hold |
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|
2022
Q4 | $868K | Hold |
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|
2022
Q3 | $595K | Hold |
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|
2022
Q2 | $648K | Sell |
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|
2022
Q1 | $811K | Buy |
|