IronBridge Private Wealth’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 | $5.01M | Buy |
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|
2025
Q1 | $4.18M | Sell |
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|
2024
Q4 | $4.75M | Sell |
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|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $4.55M | Sell |
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|
2024
Q1 | $5.08M | Sell |
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|
2023
Q4 | $4.21M | Sell |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $3.32M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $30K | Buy |
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