SteelPeak Wealth’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 | $10.2M | Buy |
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|
2025
Q2 | $4.41M | Sell |
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|
2025
Q1 | $4.62M | Sell |
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|
2024
Q4 | $5.41M | Sell |
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|
2024
Q3 | $6.94M | Sell |
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|
2024
Q2 | $6.5M | Buy |
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|
2024
Q1 | $4.33M | Sell |
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|
2023
Q4 | $9.09M | Buy |
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|
2023
Q3 | $3.83M | Sell |
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|
2023
Q2 | $3.8M | Sell |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $11.1M | Buy |
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|
2022
Q3 | $2.36M | Sell |
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|
2022
Q2 | $9.42M | Buy |
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|
2022
Q1 | $8.13M | Buy |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $8.23M | Buy |
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|
2021
Q1 | $8.54M | Sell |
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|
2020
Q4 | $8.15M | Buy |
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|
2020
Q3 | $5.21M | Sell |
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|
2020
Q2 | $6.27M | Buy |
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|
2020
Q1 | $5.08M | Buy |
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|
2019
Q4 | $6.03M | Buy |
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