Castle Rock 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
Q3 | $362K | Buy |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $260K | Hold |
|
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|
2024
Q3 | $295K | Sell |
|
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|
2024
Q2 | $308K | Sell |
|
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|
2024
Q1 | $569K | Buy |
|
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $206K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $318K | Sell |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $227K | Buy |
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