Evermay 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 | $992K | Buy |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $666K | Hold |
|
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|
2024
Q2 | $567K | Hold |
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|
2024
Q1 | $624K | Sell |
|
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|
2023
Q4 | $512K | Buy |
|
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|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $436K | Buy |
|
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|
2022
Q4 | $432K | Sell |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $400K | Sell |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $566K | Sell |
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|
2020
Q4 | $505K | Sell |
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|
2020
Q3 | $441K | Hold |
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|
2020
Q2 | $374K | Buy |
|
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $438K | Sell |
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|
2019
Q3 | $393K | Sell |
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|
2019
Q2 | $493K | Buy |
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|
2019
Q1 | $456K | Sell |
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|
2018
Q4 | $437K | Sell |
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|
2018
Q3 | $780K | Buy |
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|
2018
Q2 | $545K | Sell |
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|
2018
Q1 | $604K | Buy |
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|
2017
Q4 | $448K | Buy |
|