StrategIQ 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
2023
Q4
$812K Sell
2023
Q3
$824K Buy
2023
Q2
$743K Buy
2023
Q1
$663K Sell
2022
Q4
$699K Buy
2022
Q3
$362K Buy
2022
Q2
$388K Buy
2022
Q1
$470K Buy
2021
Q4
$394K Buy
2021
Q3
$307K Buy
2021
Q2
$345K Buy
2021
Q1
$354K Sell
2020
Q4
$297K Sell
2020
Q3
$247K Buy
2020
Q2
$209K Buy
2020
Q1
Sell
2019
Q4
$242K Buy
2019
Q3
$202K Buy