Ridgecrest Wealth Partners’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 | $945K | Hold |
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|
2025
Q2 | $769K | Sell |
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|
2025
Q1 | $654K | Hold |
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|
2024
Q4 | $720K | Hold |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $658K | Hold |
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|
2024
Q1 | $724K | Sell |
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|
2023
Q4 | $658K | Sell |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $548K | Hold |
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|
2023
Q1 | $510K | Hold |
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|
2022
Q4 | $534K | Hold |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $408K | Buy |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $220K | Buy |
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