Fingerlakes 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 | $569K | Buy |
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|
2025
Q2 | $461K | Buy |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $511K | Buy |
|
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|
2024
Q3 | $547K | Buy |
|
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|
2024
Q2 | $464K | Buy |
|
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|
2024
Q1 | $508K | Buy |
|
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|
2023
Q4 | $409K | Buy |
|
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $346K | Sell |
|
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|
2023
Q1 | $345K | Buy |
|
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|
2022
Q4 | $360K | Buy |
|
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $325K | Buy |
|