McAdam LLC’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
$988K Buy
2025
Q2
$727K Buy
2025
Q1
$608K Buy
2024
Q4
$628K Buy
2024
Q3
$335K Buy
2024
Q2
$223K Buy
2024
Q1
$232K Buy
2018
Q4
Sell
2018
Q3
$73K Buy
2018
Q2
$63K Hold
2018
Q1
$68K Buy