Wealthspan 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 | $2.01M | Buy |
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|
2025
Q2 | $1.63M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $765K | Buy |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $654K | Hold |
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|
2022
Q4 | $684K | Hold |
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|
2022
Q3 | $469K | Hold |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $652K | Hold |
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|
2021
Q4 | $605K | Buy |
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