Pettyjohn Wood & White’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 | $413K | Hold |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $417K | Hold |
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|
2024
Q2 | $355K | Hold |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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