Wagner 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 | $761K | Sell |
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|
2025
Q2 | $627K | Buy |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $242K | Buy |
|
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|
2024
Q3 | $251K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $69K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $78K | Buy |
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|
2021
Q3 | $31K | Sell |
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|
2021
Q2 | $99K | Buy |
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|
2021
Q1 | $35K | Buy |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $21K | Buy |
|