Prentice 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
$264K Sell
2025
Q2
$383K Sell
2025
Q1
$426K Buy
2024
Q4
$437K Buy
2024
Q3
$427K Buy
2022
Q2
Sell
2022
Q1
$201K Buy
2021
Q4
Sell
2021
Q3
$169K Buy
2021
Q2
$190K Buy
2021
Q1
$155K Buy