Laird Norton Wetherby Trust Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $12M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $930K | Hold |
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|
2023
Q2 | $838K | Hold |
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|
2023
Q1 | $779K | Sell |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $818K | Sell |
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|
2021
Q4 | $781K | Sell |
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|
2021
Q3 | $737K | Buy |
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|
2021
Q2 | $808K | Sell |
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|
2021
Q1 | $703K | Buy |
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|
2020
Q4 | $689K | Buy |
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