Norwood Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.54M Buy
2023
Q4
$1.23M Buy
2023
Q3
$1.09M Sell
2023
Q2
$989K Buy
2023
Q1
$899K Buy
2022
Q4
$939K Sell
2022
Q3
$644K Hold
2022
Q2
$703K Hold
2022
Q1
$876K Buy
2021
Q4
$745K Buy