Watts Gwilliam & Co’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
$668K Buy
2025
Q1
$456K Sell
2024
Q4
$520K Sell
2024
Q3
$570K Buy
2024
Q1
$518K Buy