Watershed 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 | $2.75M | Hold |
|
|||||
|
2025
Q2 | $2.23M | Hold |
|
|||||
|
2025
Q1 | $1.9M | Sell |
|
|||||
|
2024
Q4 | $2.11M | Sell |
|
|||||
|
2024
Q3 | $2.33M | Sell |
|
|||||
|
2024
Q2 | $2.01M | Sell |
|
|||||
|
2024
Q1 | $2.27M | Sell |
|
|||||
|
2023
Q4 | $1.84M | Hold |
|
|||||
|
2023
Q3 | $1.7M | Hold |
|
|||||
|
2023
Q2 | $1.53M | Hold |
|
|||||
|
2023
Q1 | $1.42M | Hold |
|
|||||
|
2022
Q4 | $1.49M | Buy |
|