Brandywine Oak Private 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 | $235K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $297K | Buy |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $242K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $38K | Buy |
|