Mascoma 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
Q2 | $29.1K | Hold |
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|
2025
Q1 | $24.7K | Hold |
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|
2024
Q4 | $27.2K | Hold |
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|
2024
Q3 | $29.3K | Hold |
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|
2024
Q2 | $25K | Sell |
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|
2024
Q1 | $56.8K | Hold |
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|
2023
Q4 | $45.8K | Hold |
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|
2023
Q3 | $42.3K | Hold |
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|
2023
Q2 | $43.8K | Hold |
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|
2023
Q1 | $33.9K | Hold |
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|
2022
Q4 | $37.1K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $32K | Sell |
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|
2021
Q3 | $78K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $117K | Buy |
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|
2019
Q3 | $268K | Hold |
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|
2019
Q2 | $290K | Sell |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $334K | Hold |
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|
2018
Q3 | $400K | Hold |
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|
2018
Q2 | $356K | Buy |
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|
2018
Q1 | $383K | Hold |
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|
2017
Q4 | $409K | Sell |
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|
2017
Q3 | $449K | Hold |
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|
2017
Q2 | $387K | Buy |
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|
2017
Q1 | $315K | Hold |
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|
2016
Q4 | $315K | Buy |
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