Baldwin Wealth 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 | $891K | Hold |
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|
2025
Q2 | $725K | Sell |
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|
2025
Q1 | $645K | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $350K | Buy |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $493K | Hold |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $96K | Sell |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $130K | Buy |
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|
2020
Q4 | $68K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $46K | Hold |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $51K | Hold |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $54K | Sell |
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|
2018
Q4 | $70K | Sell |
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|
2018
Q3 | $111K | Hold |
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|
2018
Q2 | $98K | Buy |
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|
2018
Q1 | $103K | Sell |
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|
2017
Q4 | $122K | Sell |
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|
2017
Q3 | $103K | Buy |
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|
2017
Q2 | $74K | Buy |
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|
2017
Q1 | $56K | Hold |
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|
2016
Q4 | $56K | Hold |
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|
2016
Q3 | $53K | Hold |
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|
2016
Q2 | $45K | Buy |
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|
2016
Q1 | $34K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $272K | Buy |
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