Parisi Gray 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
Q3 | $366K | Sell |
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|
2025
Q2 | $302K | Hold |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $275K | Hold |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $282K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $127K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $77K | Hold |
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|
2018
Q4 | $71K | Hold |
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|
2018
Q3 | $86K | Hold |
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|
2018
Q2 | $77K | Hold |
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|
2018
Q1 | $82K | Hold |
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|
2017
Q4 | $89K | Buy |
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