MBM Wealth Consultants’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $119K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $40K | Hold |
|
|||||
|
2022
Q4 | $42K | Hold |
|
|||||
|
2022
Q3 | $30K | Buy |
|
|||||
|
2022
Q2 | $28K | Sell |
|
|||||
|
2022
Q1 | $40K | Hold |
|
|||||
|
2021
Q4 | $37K | Hold |
|
|||||
|
2021
Q3 | $35K | Buy |
|
|||||
|
2021
Q2 | $34K | Hold |
|
|||||
|
2021
Q1 | $36K | Hold |
|
|||||
|
2020
Q4 | $28K | Sell |
|
|||||
|
2020
Q3 | $48K | Hold |
|
|||||
|
2020
Q2 | $41K | Hold |
|
|||||
|
2020
Q1 | $37K | Hold |
|
|||||
|
2019
Q4 | $47K | Buy |
|