Valmark Advisers’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 | $2M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $720K | Buy |
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|
2023
Q3 | $625K | Buy |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $209K | Sell |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $254K | Buy |
|