Eads & Heald 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
Q2 | $2.34M | Sell |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.27M | Sell |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $948K | Buy |
|
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|
2022
Q4 | $432K | Sell |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $402K | Sell |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | $266K | Buy |
|