Wedmont Private Capital’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 | $3.93M | Buy |
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|
2025
Q2 | $3.05M | Buy |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.73M | Buy |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.41M | Buy |
|
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $515K | Buy |
|