Visionary Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.24M | Sell |
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|
2025
Q4 | $1.82M | Sell |
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|
2025
Q3 | $1.52M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $842K | Sell |
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|
2024
Q4 | $948K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $996K | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $974K | Buy |
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|
2023
Q3 | $872K | Sell |
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|
2023
Q2 | $803K | Sell |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $936K | Buy |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $585K | Sell |
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|
2022
Q1 | $905K | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $732K | Buy |
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|
2021
Q2 | $754K | Sell |
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|
2021
Q1 | $942K | Sell |
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|
2020
Q4 | $754K | Sell |
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|
2020
Q3 | $769K | Buy |
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|
2020
Q2 | $575K | Buy |
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|
2020
Q1 | $527K | Sell |
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|
2019
Q4 | $681K | Buy |
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