Monterey Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $264K | Hold |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $311K | Hold |
|
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $313K | Buy |
|