Caldwell Trust’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 | $8.98M | Sell |
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|
2025
Q2 | $7.35M | Buy |
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|
2025
Q1 | $6.07M | Sell |
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|
2024
Q4 | $6.75M | Sell |
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|
2024
Q3 | $7.34M | Sell |
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|
2024
Q2 | $6.27M | Sell |
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|
2024
Q1 | $7.1M | Sell |
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|
2023
Q4 | $5.85M | Sell |
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|
2023
Q3 | $5.46M | Buy |
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|
2023
Q2 | $4.92M | Sell |
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|
2023
Q1 | $4.61M | Sell |
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|
2022
Q4 | $4.86M | Buy |
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|
2022
Q3 | $3.3M | Sell |
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|
2022
Q2 | $3.61M | Sell |
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|
2022
Q1 | $4.56M | Buy |
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|
2021
Q4 | $4.22M | Buy |
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|
2021
Q3 | $3.87M | Buy |
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|
2021
Q2 | $4.35M | Buy |
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|
2021
Q1 | $4.62M | Buy |
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|
2020
Q4 | $3.46M | Sell |
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|
2020
Q3 | $2.85M | Sell |
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|
2020
Q2 | $2.59M | Sell |
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|
2020
Q1 | $2.44M | Sell |
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|
2019
Q4 | $3.16M | Buy |
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