Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $98.9K | Buy |
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|
2024
Q3 | $97.1K | Sell |
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|
2024
Q2 | $183K | Hold |
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|
2024
Q1 | $201K | Buy |
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|
2023
Q4 | $88.7K | Hold |
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|
2023
Q3 | $81.9K | Sell |
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|
2023
Q2 | $86.1K | Buy |
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|
2023
Q1 | $11.4K | Hold |
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|
2022
Q4 | $12K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Buy |
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