Iron Horse 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
Q2 | $95.9K | Buy |
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|
2025
Q1 | $48.2K | Hold |
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|
2024
Q4 | $53K | Buy |
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|
2024
Q3 | $53.2K | Buy |
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|
2024
Q2 | $43.6K | Buy |
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|
2024
Q1 | $46.2K | Buy |
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|
2023
Q4 | $34.3K | Hold |
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|
2023
Q3 | $31.7K | Hold |
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|
2023
Q2 | $28.5K | Hold |
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|
2023
Q1 | $26.5K | Hold |
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|
2022
Q4 | $28K | Buy |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $24K | Sell |
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|
2021
Q2 | $49K | Sell |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $50K | Buy |
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