TCI 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 | $7.18M | Buy |
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|
2025
Q2 | $5.84M | Sell |
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|
2025
Q1 | $4.98M | Sell |
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|
2024
Q4 | $5.48M | Sell |
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|
2024
Q3 | $6.1M | Buy |
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|
2024
Q2 | $5.18M | Sell |
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|
2024
Q1 | $6.29M | Buy |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $4.19M | Buy |
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|
2023
Q2 | $3.73M | Buy |
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|
2023
Q1 | $3.44M | Buy |
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $2.42M | Sell |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $3.56M | Sell |
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|
2021
Q4 | $3.31M | Sell |
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|
2021
Q3 | $3.15M | Buy |
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|
2021
Q2 | $3.46M | Buy |
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|
2021
Q1 | $3.68M | Buy |
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|
2020
Q4 | $2.87M | Sell |
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|
2020
Q3 | $2.36M | Sell |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $1.9M | Buy |
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|
2019
Q4 | $2.41M | Buy |
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|
2019
Q3 | $2.04M | Buy |
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|
2019
Q2 | $2.18M | Buy |
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|
2019
Q1 | $2.16M | Sell |
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|
2018
Q4 | $2.05M | Sell |
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|
2018
Q3 | $2.53M | Sell |
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|
2018
Q2 | $2.34M | Sell |
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|
2018
Q1 | $3.06M | Buy |
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|
2017
Q4 | $3.25M | Buy |
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|
2017
Q3 | $2.56M | Sell |
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|
2017
Q2 | $2.29M | Buy |
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|
2017
Q1 | $1.91M | Sell |
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|
2016
Q4 | $1.92M | Buy |
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|
2016
Q3 | $1.82M | Buy |
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|
2016
Q2 | $1.56M | Buy |
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|
2016
Q1 | $1.57M | Buy |
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|
2015
Q4 | $1.39M | Sell |
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|
2015
Q3 | $1.35M | Buy |
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|
2015
Q2 | $1.74M | Buy |
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|
2015
Q1 | $1.64M | Buy |
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|
2014
Q4 | $1.87M | Sell |
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|
2014
Q3 | $2.03M | Sell |
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|
2014
Q2 | $2.28M | Sell |
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|
2014
Q1 | $2.09M | Sell |
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|
2013
Q4 | $1.91M | Buy |
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|
2013
Q3 | $1.75M | Sell |
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|
2013
Q2 | $1.95M | Buy |
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