Hennion & Walsh Asset 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 | $449K | Buy |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $762K | Buy |
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|
2024
Q2 | $643K | Sell |
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|
2024
Q1 | $792K | Sell |
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|
2023
Q4 | $675K | Sell |
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|
2023
Q3 | $629K | Sell |
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|
2023
Q2 | $756K | Sell |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $778K | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $681K | Buy |
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|
2022
Q1 | $791K | Buy |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $587K | Buy |
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|
2021
Q2 | $489K | Buy |
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|
2021
Q1 | $337K | Buy |
|