Tandem Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $220K | Buy |
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