Tanglewood Legacy 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 | $1.82M | Hold |
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|
2025
Q1 | $1.55M | Hold |
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|
2024
Q4 | $1.7M | Hold |
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|
2024
Q3 | $1.83M | Hold |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.75M | Hold |
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|
2023
Q4 | $1.41M | Hold |
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|
2023
Q3 | $1.31M | Hold |
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|
2023
Q2 | $1.18M | Hold |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $1.15M | Buy |
|