Penobscot 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 | $295K | Buy |
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|
2025
Q1 | $223K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $205K | Buy |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $1.08M | Buy |
|
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|
2023
Q3 | $999K | Sell |
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|
2023
Q2 | $909K | Buy |
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|
2023
Q1 | $818K | Sell |
|
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|
2022
Q4 | $1.01M | Buy |
|
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|
2022
Q3 | $686K | Buy |
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|
2022
Q2 | $703K | Buy |
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|
2022
Q1 | $855K | Buy |
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|
2021
Q4 | $413K | Buy |
|