Meadow Creek Wealth Advisors’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 | $813K | Sell |
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|
2025
Q2 | $611K | Sell |
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|
2025
Q1 | $530K | Buy |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $537K | Sell |
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|
2024
Q1 | $602K | Sell |
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|
2023
Q4 | $502K | Buy |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $583K | Buy |
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|
2019
Q4 | $227K | Buy |
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