WealthTrust Asset 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
Q1 | – | Sell |
|
|||||
2024
Q4 | $936K | Sell |
|
|||||
2024
Q3 | $1.06M | Sell |
|
|||||
2024
Q2 | $1.02M | Sell |
|
|||||
2024
Q1 | $1.17M | Sell |
|
|||||
2023
Q4 | $989K | Sell |
|
|||||
2023
Q3 | $1.01M | Sell |
|
|||||
2023
Q2 | $919K | Sell |
|
|||||
2023
Q1 | $917K | Buy |
|
|||||
2022
Q3 | – | Sell |
|
|||||
2022
Q2 | $703K | Buy |
|