Thrive Wealth Management’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 | $902K | Sell |
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|
2025
Q2 | $739K | Buy |
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|
2025
Q1 | $623K | Sell |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $755K | Sell |
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|
2024
Q2 | $648K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $478K | Buy |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $297K | Buy |
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