Summit 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
Q3 | $946K | Hold |
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|
2025
Q2 | $769K | Buy |
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|
2025
Q1 | $552K | Hold |
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|
2024
Q4 | $607K | Sell |
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|
2024
Q3 | $659K | Hold |
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|
2024
Q2 | $561K | Hold |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $498K | Hold |
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|
2023
Q3 | $460K | Hold |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $522K | Hold |
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|
2021
Q4 | $484K | Hold |
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|
2021
Q3 | $450K | Buy |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $307K | Hold |
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|
2020
Q3 | $251K | Hold |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
|