Jeppson 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 | $772K | Hold |
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|
2025
Q2 | $628K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $649K | Hold |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $610K | Sell |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $414K | Hold |
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|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $340K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $93K | Buy |
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