Measured Wealth Private Client Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $904K | Sell |
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|
2024
Q3 | $982K | Sell |
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|
2024
Q2 | $891K | Buy |
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|
2024
Q1 | $771K | Buy |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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