Bellwether Advisors’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 | $54.3K | Hold |
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|
2025
Q1 | $46.2K | Hold |
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|
2024
Q4 | $50.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $15.1K | Hold |
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|
2022
Q4 | $15.8K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $672K | Buy |
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|
2021
Q1 | $25K | Buy |
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|
2020
Q4 | $12K | Buy |
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