Parcion Private Wealth’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 | $9.67M | Buy |
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|
2025
Q2 | $7.82M | Buy |
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|
2025
Q1 | $6.57M | Buy |
|
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|
2024
Q4 | $7.13M | Sell |
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|
2024
Q3 | $7.7M | Buy |
|
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|
2024
Q2 | $5.4M | Sell |
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|
2024
Q1 | $6.1M | Sell |
|
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|
2023
Q4 | $5.11M | Buy |
|
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|
2023
Q3 | $4.7M | Buy |
|
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|
2023
Q2 | $4.19M | Buy |
|
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|
2023
Q1 | $3.81M | Buy |
|
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|
2022
Q4 | $3.72M | Sell |
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|
2022
Q3 | $2.57M | Buy |
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|
2022
Q2 | $2.68M | Buy |
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|
2022
Q1 | $644K | Buy |
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|
2021
Q4 | $662K | Sell |
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|
2021
Q3 | $847K | Sell |
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|
2021
Q2 | $951K | Buy |
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|
2021
Q1 | $967K | Sell |
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|
2020
Q4 | $773K | Buy |
|
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|
2020
Q3 | $626K | Sell |
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|
2020
Q2 | $682K | Sell |
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|
2020
Q1 | $629K | Hold |
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|
2019
Q4 | $800K | Buy |
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