Cranbrook 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 | $1.06M | Hold |
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|
2025
Q2 | $865K | Hold |
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|
2025
Q1 | $735K | Sell |
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|
2024
Q4 | $815K | Buy |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | $515K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $24K | Buy |
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