Quadrant Private 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 | $849K | Sell |
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|
2025
Q1 | $728K | Sell |
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|
2024
Q4 | $944K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $874K | Buy |
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|
2024
Q1 | $960K | Buy |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $630K | Buy |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $571K | Buy |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $639K | Sell |
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|
2021
Q3 | $597K | Sell |
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|
2021
Q2 | $686K | Sell |
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|
2021
Q1 | $826K | Sell |
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|
2020
Q4 | $688K | Sell |
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|
2020
Q3 | $856K | Buy |
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|
2020
Q2 | $682K | Buy |
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|
2020
Q1 | $445K | Buy |
|