WealthTrust Axiom’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $631K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $431K | Hold |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $236K | Hold |
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|
2020
Q1 | $217K | Hold |
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|
2019
Q4 | $276K | Hold |
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|
2019
Q3 | $236K | Buy |
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