Horst & Graben 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 | $915K | Sell |
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|
2025
Q2 | $751K | Sell |
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|
2025
Q1 | $640K | Buy |
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|
2024
Q4 | $698K | Buy |
|
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|
2024
Q3 | $733K | Buy |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $684K | Buy |
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $262K | Buy |
|