CWM
CAT icon

Cahaba Wealth Management’s Caterpillar CAT Stock Holding History

Cahaba Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Sell
1,980
-32
-2% -$22.2K 0.1% 45
2025
Q4 		$1.15M Sell
2,012
-16
-0.8% -$8.89K 0.08% 49
2025
Q3 		$968K Sell
2,028
-83
-4% -$35.4K 0.07% 55
2025
Q2 		$819K Sell
2,111
-161
-7% -$53.7K 0.06% 66
2025
Q1 		$749K Buy
2,272
+85
+4% +$30.3K 0.06% 65
2024
Q4 		$793K Buy
2,187
+3
+0.1% +$1.16K 0.07% 64
2024
Q3 		$854K Sell
2,184
-13
-0.6% -$4.49K 0.07% 61
2024
Q2 		$732K Sell
2,197
-85
-4% -$29.5K 0.06% 67
2024
Q1 		$836K Buy
2,282
+63
+3% +$20.1K 0.08% 61
2023
Q4 		$656K Sell
2,219
-543
-20% -$141K 0.07% 66
2023
Q3 		$754K Sell
2,762
-123
-4% -$33.4K 0.08% 57
2023
Q2 		$710K Buy
2,885
+824
+40% +$184K 0.08% 63
2023
Q1 		$472K Sell
2,061
-55
-3% -$13.3K 0.05% 84
2022
Q4 		$507K Hold
2,116
– – 0.06% 78
2022
Q3 		$347K Sell
2,116
-141
-6% -$25.8K 0.05% 90
2022
Q2 		$403K Sell
2,257
-116
-5% -$24.4K 0.06% 86
2022
Q1 		$499K Sell
2,373
-90
-4% -$18.9K 0.07% 82
2021
Q4 		$509K Buy
2,463
+68
+3% +$13.7K 0.07% 80
2021
Q3 		$459K Buy
+2,395
New +$499K 0.07% 80

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