Worth Financial Advisory Group’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 | $700K | Sell |
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|
2025
Q1 | $656K | Sell |
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|
2024
Q4 | $789K | Sell |
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|
2024
Q3 | $908K | Buy |
|
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|
2024
Q2 | $761K | Sell |
|
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|
2024
Q1 | $873K | Buy |
|
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|
2023
Q4 | $696K | Sell |
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|
2023
Q3 | $677K | Sell |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $837K | Sell |
|
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|
2022
Q4 | $917K | Buy |
|