Wealth Quarterback’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 | $815K | Buy |
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|
2025
Q2 | $662K | Sell |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $1.08M | Buy |
|
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $468K | Buy |
|
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $349K | Buy |
|