Stratos Wealth 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
Q2 | $2.25M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $882K | Buy |
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|
2023
Q1 | $780K | Sell |
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|
2022
Q4 | $872K | Sell |
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|
2022
Q3 | $602K | Sell |
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|
2022
Q2 | $716K | Buy |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $721K | Sell |
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|
2021
Q3 | $697K | Sell |
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|
2021
Q2 | $791K | Buy |
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|
2021
Q1 | $733K | Buy |
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|
2020
Q4 | $480K | Buy |
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|
2020
Q3 | $341K | Sell |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $242K | Sell |
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|
2019
Q4 | $319K | Sell |
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|
2019
Q3 | $393K | Sell |
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|
2019
Q2 | $456K | Sell |
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|
2019
Q1 | $455K | Sell |
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|
2018
Q4 | $429K | Buy |
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