WFA 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
$58.2K Sell
2024
Q3
$64.4K Buy
2024
Q2
$54.7K Hold
2024
Q1
$59.9K Buy
2023
Q4
$48.1K Sell
2023
Q3
$47K Buy
2023
Q2
$39.9K Hold
2023
Q1
$37.1K Buy