Salomon & Ludwin’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
$403K Buy
2025
Q2
$246K Buy
2025
Q1
$203K Buy
2024
Q4
$223K Hold
2024
Q3
$240K Buy
2024
Q2
$204K Sell
2024
Q1
$386K Buy
2023
Q4
$287K Hold
2023
Q3
$287K Buy
2023
Q2
$249K Sell
2023
Q1
$232K Buy
2022
Q4
$243K Buy
2020
Q2
Sell
2020
Q1
$52K Hold
2019
Q4
$66K Hold
2019
Q3
$57K Hold
2019
Q2
$61K Sell
2019
Q1
$64K Sell
2018
Q4
$117K Buy