GW Henssler & Associates’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 | $337K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $243K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $274K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $501K | Buy |
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|
2016
Q2 | $384K | Buy |
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|
2016
Q1 | $334K | Hold |
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|
2015
Q4 | $296K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $310K | Sell |
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|
2013
Q4 | $2.67M | Buy |
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|
2013
Q3 | $2.41M | Buy |
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|
2013
Q2 | $2.23M | Buy |
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