Rebalance’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
$373K Hold
2025
Q2
$303K Sell
2025
Q1
$272K Sell
2024
Q4
$344K Buy
2024
Q3
$323K Hold
2024
Q2
$275K Hold
2024
Q1
$302K Hold
2023
Q4
$244K Buy