SlateStone Wealth’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 | $18.8M | Sell |
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|
2025
Q2 | $17.8M | Buy |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $14.6M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $9M | Sell |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $6.49M | Buy |
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|
2023
Q3 | $5.53M | Buy |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $1.89M | Buy |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $996K | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $865K | Buy |
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