Cahaba Wealth Management’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 | $968K | Sell |
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|
2025
Q2 | $819K | Sell |
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|
2025
Q1 | $749K | Buy |
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|
2024
Q4 | $793K | Buy |
|
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|
2024
Q3 | $854K | Sell |
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|
2024
Q2 | $732K | Sell |
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|
2024
Q1 | $836K | Buy |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $754K | Sell |
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|
2023
Q2 | $710K | Buy |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $507K | Hold |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q3 | $459K | Buy |
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