1900 Wealth Management’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 | $2.63M | Buy |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.16M | Buy |
|
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|
2024
Q4 | $1.27M | Buy |
|
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|
2024
Q3 | $1.37M | Buy |
|
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.01M | Hold |
|
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|
2023
Q1 | $977K | Buy |
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|
2022
Q4 | $834K | Hold |
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|
2022
Q3 | $571K | Hold |
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|
2022
Q2 | $622K | Sell |
|
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|
2022
Q1 | $826K | Hold |
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|
2021
Q4 | $766K | Sell |
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|
2021
Q3 | $711K | Hold |
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|
2021
Q2 | $807K | Buy |
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|
2021
Q1 | $822 | Buy |
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|
2020
Q4 | $621K | Buy |
|