Beaird Harris 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 | $386K | Buy |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $192K | Hold |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $194K | Hold |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q4 | $166K | Buy |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $123K | Hold |
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|
2023
Q1 | $114K | Sell |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $37K | Buy |
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|
2021
Q4 | $31K | Buy |
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