McKinley Carter Wealth Services’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 | $4.8M | Sell |
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|
2025
Q2 | $4M | Buy |
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|
2025
Q1 | $2.99M | Sell |
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|
2024
Q4 | $3.32M | Sell |
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|
2024
Q3 | $3.65M | Sell |
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|
2024
Q2 | $3.11M | Sell |
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|
2024
Q1 | $3.46M | Sell |
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|
2023
Q4 | $2.85M | Buy |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $2.21M | Buy |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $2.05M | Buy |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $930K | Sell |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $956K | Buy |
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|
2019
Q2 | $375K | Buy |
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|
2019
Q1 | $371K | Sell |
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|
2018
Q4 | $1.58M | Buy |
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|
2018
Q3 | $1.83M | Buy |
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|
2018
Q2 | $1.62M | Sell |
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|
2018
Q1 | $1.81M | Buy |
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|
2017
Q4 | $1.93M | Buy |
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|
2017
Q3 | $310K | Sell |
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|
2017
Q2 | $321K | Hold |
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|
2017
Q1 | $277K | Sell |
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|
2016
Q4 | $286K | Hold |
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|
2016
Q3 | $274K | Hold |
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|
2016
Q2 | $234K | Hold |
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|
2016
Q1 | $236K | Sell |
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|
2015
Q4 | $212K | Hold |
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|
2015
Q3 | $204K | Sell |
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|
2015
Q2 | $267K | Hold |
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|
2015
Q1 | $252K | Buy |
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|
2014
Q4 | $286K | Buy |
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|
2014
Q3 | $241K | Hold |
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|
2014
Q2 | $265K | Hold |
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|
2014
Q1 | $242K | Sell |
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|
2013
Q4 | $232K | Sell |
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|
2013
Q3 | $236K | Buy |
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|
2013
Q2 | $229K | Buy |
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