Revisor 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 | $849K | Sell |
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|
2025
Q2 | $777K | Sell |
|
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|
2025
Q1 | $648K | Buy |
|
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|
2024
Q4 | $313K | Sell |
|
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|
2024
Q3 | $472K | Sell |
|
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|
2024
Q2 | $409K | Sell |
|
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|
2024
Q1 | $761K | Buy |
|
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|
2023
Q4 | $302K | Sell |
|
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $312K | Buy |
|
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|
2023
Q1 | $286K | Buy |
|