Northwest 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
Q4 | $239K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $264K | Buy |
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|
2019
Q2 | $284K | Sell |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $270K | Sell |
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | $294K | Buy |
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|
2018
Q1 | $319K | Buy |
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|
2017
Q4 | $284K | Buy |
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|
2017
Q3 | $225K | Sell |
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|
2017
Q2 | $223K | Buy |
|