RKL 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 | $2.09M | Sell |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $413K | Sell |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $250K | Hold |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $234K | Sell |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $265K | Buy |
|