MBL Wealth’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 | $1.54M | Buy |
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|
2025
Q2 | $804K | Buy |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $685K | Sell |
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|
2024
Q3 | $802K | Buy |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $535K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $359K | Buy |
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