Bay Harbor 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 | $11.9K | Buy |
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|
2025
Q2 | $7.76K | Buy |
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|
2025
Q1 | $3.63K | Sell |
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|
2024
Q4 | $94.3K | Buy |
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|
2024
Q3 | $98.2K | Sell |
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|
2024
Q2 | $87.3K | Hold |
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|
2024
Q1 | $96K | Hold |
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|
2023
Q4 | $77.5K | Hold |
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|
2023
Q3 | $71.5K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $19K | Buy |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $8K | Sell |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $16K | Sell |
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|
2018
Q4 | $49K | Buy |
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