Sweet Financial Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $637K | Buy |
|
|||||
|
2024
Q2 | $542K | Buy |
|
|||||
|
2024
Q1 | $596K | Buy |
|
|||||
|
2023
Q4 | $480K | Buy |
|
|||||
|
2023
Q3 | $443K | Sell |
|
|||||
|
2023
Q2 | $515K | Sell |
|
|||||
|
2023
Q1 | $708K | Sell |
|
|||||
|
2022
Q4 | $750K | Hold |
|
|||||
|
2022
Q3 | $514K | Hold |
|
|||||
|
2022
Q2 | $560K | Sell |
|
|||||
|
2022
Q1 | $700K | Buy |
|
|||||
|
2021
Q4 | $625K | Buy |
|