Basepoint Wealth LLC’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 | $527K | Sell |
|
|||||
|
2025
Q1 | $449K | Buy |
|
|||||
|
2024
Q4 | $361K | Buy |
|
|||||
|
2024
Q3 | $310K | Buy |
|
|||||
|
2024
Q2 | $253K | Sell |
|
|||||
|
2024
Q1 | $455K | Sell |
|
|||||
|
2023
Q4 | $373K | Hold |
|
|||||
|
2023
Q3 | $344K | Buy |
|
|||||
|
2023
Q2 | $305K | Buy |
|
|||||
|
2023
Q1 | $282K | Buy |
|
|||||
|
2022
Q4 | $295K | Buy |
|
|||||
|
2022
Q3 | $202K | Buy |
|
|||||
|
2022
Q2 | $213K | Buy |
|
|||||
|
2022
Q1 | $260K | Buy |
|
|||||
|
2021
Q4 | $238K | Buy |
|