Waldron Private Wealth’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 | $1.72M | Hold |
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|
2025
Q2 | $1.4M | Hold |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $3.55M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $2.19M | Buy |
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|
2022
Q4 | $1.5M | Hold |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $756K | Buy |
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|
2021
Q2 | $696K | Buy |
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|
2021
Q1 | $725K | Buy |
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|
2020
Q4 | $565K | Hold |
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|
2020
Q3 | $463K | Buy |
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|
2020
Q2 | $362K | Buy |
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|
2020
Q1 | $308K | Buy |
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|
2019
Q4 | $392K | Hold |
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|
2019
Q3 | $335K | Sell |
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|
2019
Q2 | $386K | Sell |
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|
2019
Q1 | $441K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $396K | Hold |
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|
2016
Q2 | $339K | Buy |
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|
2016
Q1 | $326K | Sell |
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|
2015
Q4 | $363K | Sell |
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|
2015
Q3 | $360K | Buy |
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