Wealth Alliance’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 | $916K | Sell |
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|
2025
Q2 | $750K | Buy |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $592K | Buy |
|
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|
2024
Q3 | $554K | Sell |
|
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $822K | Sell |
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|
2020
Q4 | $698K | Buy |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $297K | Buy |
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