Brady Family Wealth’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 | $2.83M | Buy |
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|
2025
Q2 | $2.07M | Buy |
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|
2025
Q1 | $227K | Buy |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $223K | Buy |
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