Strategic Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $402K | Buy |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $225K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $237K | Hold |
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|
2019
Q4 | $237K | Buy |
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|
2019
Q3 | $10 | Hold |
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|
2019
Q2 | $11K | Buy |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $11K | Buy |
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