Valley Wealth Managers’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 | $5.91M | Sell |
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|
2025
Q2 | $4.86M | Buy |
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|
2025
Q1 | $4.05M | Sell |
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|
2024
Q4 | $4.47M | Sell |
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|
2024
Q3 | $5.46M | Sell |
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|
2024
Q2 | $4.7M | Sell |
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|
2024
Q1 | $5.77M | Sell |
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|
2023
Q4 | $5.33M | Sell |
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|
2023
Q3 | $5.18M | Sell |
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|
2023
Q2 | $5.23M | Sell |
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|
2023
Q1 | $5.05M | Sell |
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|
2022
Q4 | $5.45M | Sell |
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|
2022
Q3 | $4.08M | Buy |
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|
2022
Q2 | $4.1M | Buy |
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|
2022
Q1 | $4.86M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $961K | Sell |
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|
2015
Q2 | $1.33M | Sell |
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|
2015
Q1 | $1.38M | Buy |
|