WMG Financial Advisors’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 | $477K | Buy |
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|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $388K | Buy |
|