PBMares 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 | $575K | Sell |
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|
2025
Q1 | $510K | Sell |
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|
2024
Q4 | $621K | Sell |
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|
2024
Q3 | $768K | Buy |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $506K | Buy |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $265K | Buy |
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