WBH Advisory’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 | $2.38M | Hold |
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|
2025
Q2 | $1.93M | Sell |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $885K | Sell |
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|
2020
Q1 | $882 | Sell |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $1.09K | Sell |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q2 | $1.18M | Buy |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.35M | Buy |
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|
2017
Q3 | $1.06M | Buy |
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|
2017
Q2 | $915K | Sell |
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|
2017
Q1 | $799K | Buy |
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|
2016
Q4 | $798K | Sell |
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|
2016
Q3 | $793K | Buy |
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|
2016
Q2 | $661K | Sell |
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|
2016
Q1 | $672K | Sell |
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|
2015
Q4 | $603 | Sell |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $1.35M | Sell |
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|
2015
Q1 | $1.34K | Sell |
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|
2014
Q4 | $1.6M | Sell |
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|
2014
Q3 | $1.83M | Sell |
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|
2014
Q2 | $2.04M | Sell |
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|
2014
Q1 | $1.88M | Sell |
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|
2013
Q4 | $1.77M | Sell |
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|
2013
Q3 | $1.68M | Sell |
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|
2013
Q2 | $1.69M | Buy |
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