Wells Trecaso Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Buy |
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|
2025
Q1 | $5.47M | Buy |
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|
2024
Q4 | $5.88M | Buy |
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|
2024
Q3 | $6.28M | Buy |
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|
2024
Q2 | $5.29M | Buy |
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|
2024
Q1 | $5.8M | Buy |
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|
2023
Q4 | $4.46M | Buy |
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|
2023
Q3 | $3.72M | Buy |
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|
2023
Q2 | $3.2M | Buy |
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|
2023
Q1 | $408K | Hold |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $130K | Buy |
|