Wealthspire Advisors (New York)’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 | $2.87M | Sell |
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|
2025
Q2 | $4.37M | Buy |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $405K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $879K | Buy |
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|
2021
Q2 | $419K | Sell |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $570K | Buy |
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|
2020
Q2 | $480K | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $325K | Buy |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $66K | Buy |
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