Richard W. Paul & Associates’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 | $2.33K | Hold |
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|
2025
Q1 | $1.98K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $3.44K | Sell |
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|
2023
Q1 | $6.64K | Sell |
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|
2022
Q4 | $35.7K | Buy |
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