Tradition 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
Q2 | $1.06M | Sell |
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|
2025
Q1 | $903K | Buy |
|
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|
2024
Q4 | $978K | Buy |
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|
2024
Q3 | $969K | Buy |
|
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|
2024
Q2 | $779K | Buy |
|
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|
2024
Q1 | $584K | Buy |
|
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|
2023
Q4 | $461K | Sell |
|
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|
2023
Q3 | $514K | Buy |
|
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $393K | Buy |
|
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|
2022
Q4 | $402K | Buy |
|
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|
2022
Q3 | $274K | Buy |
|
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $334K | Buy |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | $332K | Buy |
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|
2020
Q4 | $253K | Buy |
|