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