WealthShield 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
Q3 | $535K | Buy |
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|
2025
Q2 | $429K | Sell |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $438K | Buy |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $396K | Buy |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $623K | Sell |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $243K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $29K | Buy |
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