Summit Financial 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
Q3 | $210K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $332K | Sell |
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|
2017
Q2 | $332K | Sell |
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|
2017
Q1 | $349K | Sell |
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|
2016
Q4 | $367K | Sell |
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|
2016
Q3 | $383K | Sell |
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|
2016
Q2 | $382K | Sell |
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|
2016
Q1 | $392K | Sell |
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|
2015
Q4 | $349K | Buy |
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|
2015
Q3 | $6K | Sell |
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|
2015
Q2 | $729K | Sell |
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|
2015
Q1 | $968K | Buy |
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|
2014
Q4 | $885K | Buy |
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