WMS Partners’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 |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $893K | Buy |
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|
2023
Q3 | $820K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $957K | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $937K | Buy |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | $667K | Sell |
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|
2021
Q2 | $772K | Buy |
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|
2021
Q1 | $761K | Buy |
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|
2020
Q4 | $596K | Buy |
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|
2020
Q3 | $481K | Hold |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $567K | Sell |
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|
2019
Q3 | $488K | Sell |
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|
2019
Q2 | $529K | Buy |
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|
2019
Q1 | $487K | Hold |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $570K | Sell |
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|
2018
Q2 | $7.66M | Sell |
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|
2018
Q1 | $8.33M | Sell |
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|
2017
Q4 | $8.95M | Sell |
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|
2017
Q3 | $7.14M | Sell |
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|
2017
Q2 | $6.17M | Sell |
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|
2017
Q1 | $5.34M | Sell |
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|
2016
Q4 | $5.37M | Buy |
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|
2016
Q3 | $5.14M | Sell |
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|
2016
Q2 | $4.41M | Buy |
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|
2016
Q1 | $4.39M | Sell |
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|
2015
Q4 | $4.29M | Sell |
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|
2015
Q3 | $5.35M | Sell |
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|
2015
Q2 | $7.07M | Buy |
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|
2015
Q1 | $6.31M | Buy |
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|
2014
Q4 | $5.95M | Buy |
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|
2014
Q3 | $6.3M | Sell |
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|
2014
Q2 | $6.92M | Sell |
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|
2014
Q1 | $6.39M | Buy |
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|
2013
Q4 | $5.7M | Sell |
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|
2013
Q3 | $5.26M | Sell |
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|
2013
Q2 | $5.21M | Buy |
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