Cyndeo Wealth Partners’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 | $6.32M | Buy |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $954K | Buy |
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|
2023
Q3 | $868K | Buy |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $654K | Sell |
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|
2022
Q4 | $687K | Buy |
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