Richwood Investment Advisors’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 | $1.52M | Buy |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $969K | Buy |
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|
2024
Q3 | $972K | Hold |
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|
2024
Q2 | $828K | Buy |
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|
2024
Q1 | $795K | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $118K | Buy |
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