Laird Norton Wetherby 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 | $5.52M | Buy |
11,569
+420
| +4% | +$179K | 0.23% | 68 |
|
|
2025
Q2 | $4.33M | Buy |
+11,149
| New | +$3.72M | 0.19% | 96 |
|
|
2024
Q4 | $4.31M | Sell |
11,886
-425
| -3% | -$165K | 0.21% | 80 |
|
|
2024
Q3 | $4.82M | Sell |
12,311
-783
| -6% | -$270K | 0.22% | 75 |
|
|
2024
Q2 | $4.36M | Sell |
13,094
-282
| -2% | -$97.8K | 0.21% | 77 |
|
|
2024
Q1 | $4.9M | Buy |
13,376
+12
| +0.1% | +$3.83K | 0.23% | 74 |
|
|
2023
Q4 | $3.95M | Sell |
13,364
-349
| -3% | -$90.5K | 0.21% | 86 |
|
|
2023
Q3 | $3.74M | Buy |
13,713
+290
| +2% | +$78.7K | 0.21% | 83 |
|
|
2023
Q2 | $3.3M | Sell |
13,423
-1,853
| -12% | -$413K | 0.18% | 109 |
|
|
2023
Q1 | $3.5M | Buy |
15,276
+197
| +1% | +$47.6K | 0.2% | 95 |
|
|
2022
Q4 | $3.61M | Buy |
15,079
+1,143
| +8% | +$249K | 0.23% | 88 |
|
|
2022
Q3 | $2.29M | Sell |
13,936
-788
| -5% | -$144K | 0.16% | 127 |
|
|
2022
Q2 | $2.63M | Buy |
14,724
+942
| +7% | +$199K | 0.18% | 105 |
|
|
2022
Q1 | $3.07M | Buy |
13,782
+208
| +2% | +$43.6K | 0.18% | 102 |
|
|
2021
Q4 | $2.81M | Buy |
13,574
+453
| +3% | +$91.2K | 0.16% | 115 |
|
|
2021
Q3 | $2.52M | Sell |
13,121
-25
| -0.2% | -$5.21K | 0.16% | 122 |
|
|
2021
Q2 | $2.86M | Buy |
13,146
+983
| +8% | +$227K | 0.18% | 107 |
|
|
2021
Q1 | $2.82M | Sell |
12,163
-772
| -6% | -$160K | 0.21% | 89 |
|
|
2020
Q4 | $2.35M | Buy |
12,935
+942
| +8% | +$160K | 0.16% | 122 |
|
|
2020
Q3 | $1.79M | Sell |
11,993
-253
| -2% | -$35.5K | 0.16% | 125 |
|
|
2020
Q2 | $1.55M | Sell |
12,246
-190
| -2% | -$22.5K | 0.15% | 133 |
|
|
2020
Q1 | $1.44M | Sell |
12,436
-782
| -6% | -$99.9K | 0.16% | 122 |
|
|
2019
Q4 | $1.95M | Buy |
13,218
+210
| +2% | +$29.3K | 0.19% | 122 |
|
|
2019
Q3 | $1.64M | Sell |
13,008
-405
| -3% | -$51.5K | 0.17% | 140 |
|
|
2019
Q2 | $1.83M | Buy |
13,413
+11
| +0.1% | +$1.45K | 0.2% | 117 |
|
|
2019
Q1 | $1.82M | Buy |
13,402
+278
| +2% | +$36.9K | 0.23% | 101 |
|
|
2018
Q4 | $1.67M | Buy |
13,124
+763
| +6% | +$99.3K | 0.24% | 96 |
|
|
2018
Q3 | $1.89M | Buy |
12,361
+172
| +1% | +$24.3K | 0.23% | 94 |
|
|
2018
Q2 | $1.65M | Buy |
12,189
+213
| +2% | +$31.8K | 0.22% | 95 |
|
|
2018
Q1 | $1.76M | Buy |
11,976
+1,018
| +9% | +$161K | 0.24% | 85 |
|
|
2017
Q4 | $1.73M | Buy |
10,958
+1,382
| +14% | +$192K | 0.24% | 85 |
|
|
2017
Q3 | $1.19M | Buy |
9,576
+207
| +2% | +$23.8K | 0.18% | 128 |
|
|
2017
Q2 | $1.01M | Buy |
9,369
+189
| +2% | +$19.2K | 0.17% | 141 |
|
|
2017
Q1 | $852K | Sell |
9,180
-75
| -0.8% | -$7.1K | 0.15% | 158 |
|
|
2016
Q4 | $858K | Buy |
9,255
+119
| +1% | +$10.8K | 0.17% | 140 |
|
|
2016
Q3 | $811K | Buy |
9,136
+1,086
| +13% | +$88.9K | 0.16% | 151 |
|
|
2016
Q2 | $610K | Buy |
8,050
+731
| +10% | +$54.8K | 0.14% | 183 |
|
|
2016
Q1 | $560K | Buy |
7,319
+1,953
| +36% | +$131K | 0.13% | 185 |
|
|
2015
Q4 | $365K | Sell |
5,366
-968
| -15% | -$67.7K | 0.09% | 271 |
|
|
2015
Q3 | $414K | Sell |
6,334
-406
| -6% | -$31.1K | 0.11% | 232 |
|
|
2015
Q2 | $572K | Buy |
6,740
+688
| +11% | +$59.2K | 0.14% | 181 |
|
|
2015
Q1 | $484K | Sell |
6,052
-245
| -4% | -$20.4K | 0.12% | 208 |
|
|
2014
Q4 | $576K | Buy |
6,297
+32
| +0.5% | +$3.12K | 0.14% | 160 |
|
|
2014
Q3 | $621K | Buy |
6,265
+8
| +0.1% | +$848 | 0.17% | 142 |
|
|
2014
Q2 | $680K | Buy |
6,257
+419
| +7% | +$44K | 0.19% | 129 |
|
|
2014
Q1 | $581K | Buy |
5,838
+198
| +4% | +$18.7K | 0.17% | 154 |
|
|
2013
Q4 | $512K | Buy |
5,640
+630
| +13% | +$53.8K | 0.15% | 170 |
|
|
2013
Q3 | $418K | Buy |
5,010
+179
| +4% | +$15.1K | 0.13% | 191 |
|
|
2013
Q2 | $398K | Buy |
+4,831
| New | +$411K | 0.14% | 171 |
|
Other funds holding CAT
