Warren Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $304K | Buy |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $454K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $222K | Buy |
|