Walter & Keenan 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 | $773K | Buy |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q4 | $647K | Sell |
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|
2024
Q3 | $705K | Buy |
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|
2024
Q2 | $599K | Sell |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $520K | Sell |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $446K | Hold |
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|
2023
Q1 | $415K | Hold |
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|
2022
Q4 | $435K | Hold |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $401K | Hold |
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|
2021
Q4 | $372K | Hold |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $385K | Buy |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | $264K | Hold |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $273K | Sell |
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|
2019
Q1 | $276K | Sell |
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|
2018
Q4 | $266K | Hold |
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|
2018
Q3 | $319 | Hold |
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|
2018
Q2 | $284K | Hold |
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|
2018
Q1 | $308K | Hold |
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|
2017
Q4 | $329K | Hold |
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|
2017
Q3 | $261K | Hold |
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|
2017
Q2 | $225K | Buy |
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