Channel Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $721K | Sell |
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|
2025
Q4 | $689K | Sell |
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|
2025
Q3 | $688K | Hold |
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|
2025
Q2 | $559K | Hold |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $533K | Buy |
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|
2024
Q3 | $564K | Hold |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $534K | Sell |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $210K | Buy |
|