Seed 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
$251K Sell
2025
Q2
$559K Hold
2025
Q1
$475K Hold
2024
Q4
$522K Hold
2024
Q3
$563K Hold
2024
Q2
$480K Buy
2024
Q1
$493K Hold
2023
Q4
$397K Hold
2023
Q3
$370K Hold
2023
Q2
$333K Hold
2023
Q1
$310K Hold
2022
Q4
$325K Buy