Firethorn 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 | $1.17M | Buy |
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|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $616K | Buy |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | $723K | Buy |
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|
2024
Q2 | $613K | Buy |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $540K | Buy |
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|
2023
Q3 | $417K | Buy |
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|
2023
Q2 | $375K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $246K | Buy |
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