True Wealth Design’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 | $377K | Sell |
|
|||||
|
2025
Q2 | $312K | Sell |
|
|||||
|
2025
Q1 | $269K | Sell |
|
|||||
|
2024
Q4 | $303K | Sell |
|
|||||
|
2024
Q3 | $331K | Sell |
|
|||||
|
2024
Q2 | $292K | Sell |
|
|||||
|
2024
Q1 | $329K | Buy |
|
|||||
|
2023
Q4 | $74.7K | Hold |
|
|||||
|
2023
Q3 | $69K | Hold |
|
|||||
|
2023
Q2 | $62.2K | Hold |
|
|||||
|
2023
Q1 | $57.8K | Hold |
|
|||||
|
2022
Q4 | $60.5K | Buy |
|