Teamwork Financial 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 | $14.7M | Buy |
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|
2025
Q2 | $3.02M | Sell |
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|
2025
Q1 | $3.9M | Sell |
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|
2024
Q4 | $5.03M | Sell |
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|
2024
Q3 | $15.8M | Buy |
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|
2024
Q2 | $12.7M | Buy |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $5.55M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $846K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $359K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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