Werlinich 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
Q3
$2.01M Hold
2025
Q2
$1.64M Hold
2025
Q1
$1.39M Hold
2024
Q4
$1.53M Hold
2024
Q3
$1.65M Hold
2024
Q2
$1.38M Hold
2024
Q1
$1.54M Hold
2023
Q4
$1.26M Sell
2023
Q3
$1.15M Buy
2023
Q2
$1.03M Buy
2023
Q1
$910K Hold
2022
Q4
$952K Hold
2022
Q3
$652K Hold
2022
Q2
$711K Hold
2022
Q1
$886K Hold
2021
Q4
$822K Hold
2021
Q3
$763K Buy
2021
Q2
$857K Buy
2021
Q1
$858K Buy