Burton Enright Welch’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $940K | Buy |
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|
2025
Q3 | $751K | Buy |
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|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | $473K | Buy |
|
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|
2024
Q4 | $484K | Hold |
|
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|
2024
Q3 | $522K | Sell |
|
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|
2024
Q2 | $511K | Hold |
|
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|
2024
Q1 | $562K | Hold |
|
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|
2023
Q4 | $454K | Buy |
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|
2023
Q3 | $418K | Hold |
|
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|
2023
Q2 | $377K | Buy |
|
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $269K | Sell |
|
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $320K | Buy |
|