Verus Financial Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $321K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $223K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $520K | Buy |
|