Mattern 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 | $3.91M | Sell |
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|
2025
Q1 | $3.33M | Buy |
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|
2024
Q4 | $3.44M | Buy |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.49M | Hold |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.11M | Hold |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $896K | Sell |
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|
2020
Q2 | $763K | Buy |
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|
2020
Q1 | $619K | Buy |
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|
2019
Q4 | $699K | Buy |
|