Pettyjohn Wood & White’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Hold |
1,065
| – | – | 0.07% | 139 |
|
|
2025
Q1 | $351K | Sell |
1,065
-500
| -32% | -$165K | 0.07% | 145 |
|
|
2024
Q4 | $568K | Buy |
1,565
+500
| +47% | +$181K | 0.1% | 119 |
|
|
2024
Q3 | $417K | Hold |
1,065
| – | – | 0.08% | 139 |
|
|
2024
Q2 | $355K | Hold |
1,065
| – | – | 0.07% | 148 |
|
|
2024
Q1 | $390K | Hold |
1,065
| – | – | 0.08% | 139 |
|
|
2023
Q4 | $315K | Sell |
1,065
-22
| -2% | -$6.51K | 0.07% | 154 |
|
|
2023
Q3 | $297K | Buy |
1,087
+22
| +2% | +$6.01K | 0.07% | 150 |
|
|
2023
Q2 | $262K | Buy |
1,065
+100
| +10% | +$24.6K | 0.06% | 158 |
|
|
2023
Q1 | $221K | Hold |
965
| – | – | 0.05% | 164 |
|
|
2022
Q4 | $231K | Buy |
+965
| New | +$231K | 0.06% | 160 |
|
|
2022
Q2 | – | Sell |
-965
| Closed | -$215K | – | 165 |
|
|
2022
Q1 | $215K | Buy |
+965
| New | +$215K | 0.05% | 155 |
|