Marion 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 | $1.04M | Buy |
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|
2025
Q2 | $844K | Buy |
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|
2025
Q1 | $715K | Buy |
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|
2024
Q4 | $785K | Buy |
|
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|
2024
Q3 | $843K | Buy |
|
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|
2024
Q2 | $716K | Buy |
|
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|
2024
Q1 | $785K | Sell |
|
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $636K | Buy |
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|
2023
Q2 | $571K | Buy |
|
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|
2023
Q1 | $529K | Buy |
|
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $363K | Buy |
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