Palumbo 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 | $1.02M | Buy |
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|
2025
Q1 | $863K | Buy |
|
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|
2024
Q4 | $926K | Sell |
|
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|
2024
Q3 | $1M | Sell |
|
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|
2024
Q2 | $859K | Buy |
|
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|
2024
Q1 | $942K | Sell |
|
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|
2023
Q4 | $778K | Sell |
|
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|
2023
Q3 | $721K | Sell |
|
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|
2023
Q2 | $650K | Sell |
|
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|
2023
Q1 | $1.44M | Buy |
|
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|
2022
Q4 | $1.47M | Buy |
|
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|
2022
Q3 | $980K | Buy |
|
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|
2022
Q2 | $1.04M | Buy |
|
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|
2022
Q1 | $1.29M | Buy |
|
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|
2021
Q4 | $1.18M | Buy |
|
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|
2021
Q3 | $1.03M | Sell |
|
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|
2021
Q2 | $1.3M | Buy |
|
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|
2021
Q1 | $1.33M | Buy |
|
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|
2020
Q4 | $999K | Buy |
|