Cassaday & Co 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
Q2 | $816K | Buy |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $642K | Sell |
|
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|
2024
Q2 | $558K | Sell |
|
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|
2024
Q1 | $688K | Buy |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $428K | Buy |
|