TD Private Client 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 | $1.17M | Sell |
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|
2025
Q2 | $956K | Sell |
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|
2025
Q1 | $996K | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $904K | Buy |
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|
2020
Q1 | $509K | Buy |
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|
2019
Q4 | $580K | Buy |
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