Meredith Wealth Planning’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 | $563K | Hold |
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|
2025
Q2 | $458K | Hold |
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|
2025
Q1 | $389K | Hold |
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|
2024
Q4 | $428K | Hold |
|
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|
2024
Q3 | $462K | Hold |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $349K | Buy |
|