IRON Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$268K Buy
2018
Q1
Sell
2017
Q4
$249K Sell
2017
Q3
$201K Buy
2014
Q1
Sell
2013
Q4
$239K Buy