MinichMacGregor Wealth Management’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 | $346K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $481K | Buy |
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|
2024
Q3 | $479K | Buy |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $181K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $312K | Buy |
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|
2018
Q3 | $169K | Sell |
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|
2018
Q2 | $152K | Buy |
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|
2018
Q1 | $164K | Sell |
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|
2017
Q4 | $175K | Buy |
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|
2017
Q3 | $136K | Sell |
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|
2017
Q2 | $166K | Buy |
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|
2017
Q1 | $143K | Buy |
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|
2016
Q4 | $126K | Sell |
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|
2016
Q3 | $145K | Buy |
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|
2016
Q2 | $123K | Buy |
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|
2016
Q1 | $123K | Buy |
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|
2015
Q4 | $134K | Buy |
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