Tower View Wealth Management’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 | $126K | Hold |
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|
2025
Q2 | $103K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $5.44M | Buy |
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|
2024
Q3 | $5.81M | Sell |
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|
2024
Q2 | $5M | Buy |
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|
2024
Q1 | $5.46M | Sell |
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|
2023
Q4 | $4.42M | Buy |
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|
2023
Q3 | $3.86M | Sell |
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|
2023
Q2 | $3.48M | Sell |
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|
2023
Q1 | $3.41M | Buy |
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|
2022
Q4 | $3.56M | Sell |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.64M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $29K | Hold |
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|
2017
Q4 | $32K | Buy |
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