BSW Wealth 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
Q3 | $1.19M | Buy |
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|
2025
Q2 | $937K | Sell |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $574K | Buy |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $300K | Buy |
|