Woodard & Company Asset Management Group’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
$2.04M Buy
2025
Q1
$1.65M Buy
2024
Q4
$1.75M Buy
2024
Q3
$1.81M Buy
2024
Q2
$1.49M Buy
2024
Q1
$1.61M Buy
2023
Q4
$1.21M Buy