Tyler-Stone 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 | $846K | Sell |
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|
2025
Q1 | $719K | Sell |
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|
2024
Q4 | $821K | Buy |
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|
2024
Q3 | $863K | Buy |
|
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $246K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $160K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $315K | Buy |
|