Northwest Quadrant 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 | $1.5M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.29M | Buy |
|
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $990K | Buy |
|
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $704K | Buy |
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|
2022
Q2 | $742K | Buy |
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|
2022
Q1 | $938K | Sell |
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|
2021
Q4 | $937K | Sell |
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|
2021
Q3 | $930K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $886K | Sell |
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|
2020
Q3 | $764K | Buy |
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|
2020
Q2 | $646K | Sell |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $807K | Buy |
|
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|
2019
Q3 | $719K | Sell |
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|
2019
Q2 | $772K | Sell |
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|
2019
Q1 | $817K | Buy |
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|
2018
Q4 | $720K | Buy |
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|
2018
Q3 | $757K | Buy |
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|
2018
Q2 | $761K | Buy |
|
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|
2018
Q1 | $798K | Buy |
|
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|
2017
Q4 | $815K | Sell |
|
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|
2017
Q3 | $761K | Sell |
|
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|
2017
Q2 | $648K | Buy |
|
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|
2017
Q1 | $552K | Sell |
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|
2016
Q4 | $579K | Buy |
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