Gilliland Jeter 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
$4.98M Buy
2025
Q1
$4.21M Sell
2024
Q4
$4.77M Sell
2024
Q3
$5.15M Sell
2024
Q2
$4.45M Buy
2024
Q1
$4.89M Sell
2023
Q4
$3.98M Buy