WealthBridge Capital Management’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 | $400K | Hold |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $374K | Hold |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $358K | Hold |
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|
2020
Q4 | $281K | Hold |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $208K | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $272K | Sell |
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|
2019
Q3 | $243K | Buy |
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|
2019
Q2 | $236K | Sell |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q4 | $236K | Buy |
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