WNY 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
Q2 | $396K | Buy |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $421K | Buy |
|
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $217K | Buy |
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