Wolff Wiese Magana’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 | $128K | Buy |
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|
2025
Q2 | $90.8K | Hold |
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|
2025
Q1 | $77.2K | Buy |
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|
2024
Q4 | $69.3K | Hold |
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|
2024
Q3 | $74.7K | Hold |
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|
2024
Q2 | $63.6K | Buy |
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|
2024
Q1 | $68.5K | Hold |
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|
2023
Q4 | $55.3K | Buy |
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|
2023
Q3 | $49.7K | Hold |
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|
2023
Q2 | $44.8K | Hold |
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|
2023
Q1 | $41.6K | Sell |
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|
2022
Q4 | $45.3K | Sell |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $42K | Buy |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $33K | Buy |
|