Wealth Management Partners’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 | $1.52M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $824K | Sell |
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|
2023
Q2 | $952K | Buy |
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|
2023
Q1 | $759K | Buy |
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|
2022
Q4 | $795K | Sell |
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|
2022
Q3 | $738K | Hold |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $757K | Hold |
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|
2021
Q4 | $679K | Sell |
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|
2021
Q3 | $630K | Buy |
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|
2021
Q2 | $660K | Buy |
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|
2021
Q1 | $539K | Sell |
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|
2020
Q4 | $450K | Buy |
|