Smith Shellnut Wilson’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 | $589K | Buy |
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|
2025
Q2 | $472K | Sell |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $603K | Buy |
|
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|
2024
Q3 | $606K | Hold |
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|
2024
Q2 | $516K | Hold |
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|
2024
Q1 | $568K | Hold |
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|
2023
Q4 | $458K | Hold |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $374K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $352K | Buy |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $277K | Hold |
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|
2021
Q1 | $295K | Buy |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $233 | Buy |
|