Woodward Diversified Capital’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 | $1.93M | Sell |
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|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $913K | Buy |
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|
2024
Q4 | $948K | Sell |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $989K | Sell |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $985K | Buy |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $771K | Sell |
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|
2022
Q1 | $966K | Buy |
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|
2021
Q4 | $868K | Buy |
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|
2021
Q3 | $785K | Buy |
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|
2021
Q2 | $843K | Buy |
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|
2021
Q1 | $878K | Sell |
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|
2020
Q4 | $731K | Buy |
|