Caldwell Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Buy |
18,930
+531
|
|
||||
|
2025
Q1 | $6.07M | Sell |
18,399
-206
|
|
||||
|
2024
Q4 | $6.75M | Sell |
18,605
-173
|
|
||||
|
2024
Q3 | $7.34M | Sell |
18,778
-37
|
|
||||
|
2024
Q2 | $6.27M | Sell |
18,815
-571
|
|
||||
|
2024
Q1 | $7.1M | Sell |
19,386
-404
|
|
||||
|
2023
Q4 | $5.85M | Sell |
19,790
-217
|
|
||||
|
2023
Q3 | $5.46M | Buy |
20,007
+2
|
|
||||
|
2023
Q2 | $4.92M | Sell |
20,005
-126
|
|
||||
|
2023
Q1 | $4.61M | Sell |
20,131
-156
|
|
||||
|
2022
Q4 | $4.86M | Buy |
20,287
+179
|
|
||||
|
2022
Q3 | $3.3M | Sell |
20,108
-98
|
|
||||
|
2022
Q2 | $3.61M | Sell |
20,206
-258
|
|
||||
|
2022
Q1 | $4.56M | Buy |
20,464
+41
|
|
||||
|
2021
Q4 | $4.22M | Buy |
20,423
+260
|
|
||||
|
2021
Q3 | $3.87M | Buy |
20,163
+188
|
|
||||
|
2021
Q2 | $4.35M | Buy |
19,975
+62
|
|
||||
|
2021
Q1 | $4.62M | Buy |
19,913
+924
|
|
||||
|
2020
Q4 | $3.46M | Sell |
18,989
-100
|
|
||||
|
2020
Q3 | $2.85M | Sell |
19,089
-1,416
|
|
||||
|
2020
Q2 | $2.59M | Sell |
20,505
-525
|
|
||||
|
2020
Q1 | $2.44M | Sell |
21,030
-386
|
|
||||
|
2019
Q4 | $3.16M | Buy |
+21,416
|
|