Montz Harcus 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
Q3 | $1M | Buy |
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|
2025
Q2 | $769K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $650K | Sell |
|
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|
2024
Q3 | $714K | Sell |
|
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|
2024
Q2 | $625K | Buy |
|
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|
2024
Q1 | $685K | Buy |
|
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $453K | Buy |
|
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|
2023
Q1 | $419K | Buy |
|
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $223K | Buy |
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