Silvia McColl 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 | $810K | Sell |
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|
2025
Q2 | $667K | Sell |
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|
2025
Q1 | $578K | Buy |
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|
2024
Q4 | $622K | Hold |
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|
2024
Q3 | $671K | Hold |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $504K | Hold |
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|
2023
Q3 | $465K | Hold |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $408K | Buy |
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