Greenwich 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 | $1.17M | Sell |
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|
2025
Q2 | $988K | Buy |
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|
2025
Q1 | $830K | Buy |
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|
2024
Q4 | $858K | Sell |
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|
2024
Q3 | $944K | Buy |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $853K | Sell |
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|
2023
Q4 | $721K | Sell |
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|
2023
Q3 | $687K | Buy |
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|
2023
Q2 | $570K | Sell |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $456K | Sell |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $472K | Buy |
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $301K | Hold |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $214K | Sell |
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|
2019
Q2 | $291K | Buy |
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|
2019
Q1 | $290K | Buy |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $255K | Buy |
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|
2018
Q2 | $201K | Buy |
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