Calamos 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 | $1.97M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $840K | Buy |
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|
2024
Q4 | $722K | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $204K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $559K | Sell |
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|
2019
Q2 | $648K | Sell |
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|
2019
Q1 | $716K | Sell |
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|
2018
Q4 | $921K | Buy |
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|
2018
Q3 | $990K | Buy |
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|
2018
Q2 | $849K | Sell |
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|
2018
Q1 | $940K | Sell |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $4.06M | Buy |
|
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|
2017
Q2 | $3.48M | Buy |
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|
2017
Q1 | $3M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $993K | Sell |
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|
2013
Q3 | $2.84M | Buy |
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|
2013
Q2 | $2.68M | Buy |
|