Private Wealth Partners’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 | $490K | Hold |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $372K | Buy |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $206K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.11M | Buy |
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|
2015
Q2 | $1.43M | Hold |
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|
2015
Q1 | $1.34M | Hold |
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|
2014
Q4 | $1.54M | Buy |
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|
2014
Q3 | $1.64M | Hold |
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|
2014
Q2 | $1.8M | Sell |
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|
2014
Q1 | $1.99M | Sell |
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|
2013
Q4 | $1.9M | Sell |
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|
2013
Q3 | $1.74M | Sell |
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|
2013
Q2 | $4.2M | Buy |
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