TruWealth 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 | $21.1M | Buy |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $7.96M | Buy |
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|
2024
Q4 | $8.42M | Sell |
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|
2024
Q3 | $9.09M | Buy |
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|
2024
Q2 | $7.41M | Buy |
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|
2024
Q1 | $6.11M | Buy |
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|
2023
Q4 | $351K | Hold |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $324K | Sell |
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|
2021
Q2 | $415K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $219K | Buy |
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