Graves Light Lenhart Wealth’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 | $589K | Hold |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $237K | Buy |
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