Capital Wealth Planning’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634M | Buy |
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|
2025
Q1 | $538M | Buy |
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|
2024
Q4 | $555M | Buy |
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|
2024
Q3 | $580M | Buy |
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|
2024
Q2 | $460M | Buy |
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|
2024
Q1 | $476M | Buy |
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|
2023
Q4 | $350M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $968K | Buy |
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|
2022
Q4 | $896K | Sell |
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|
2022
Q3 | $697K | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $167M | Buy |
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|
2021
Q3 | $141M | Buy |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $149M | Buy |
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|
2020
Q3 | $106M | Buy |
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|
2020
Q2 | $85.6M | Buy |
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|
2020
Q1 | $576K | Buy |
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|
2019
Q4 | $708K | Sell |
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|
2019
Q3 | $651K | Sell |
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|
2019
Q2 | $36.6M | Buy |
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|
2019
Q1 | $1.5M | Sell |
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|
2018
Q4 | $1.43M | Sell |
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|
2018
Q3 | $3.19M | Buy |
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|
2018
Q2 | $2.43M | Buy |
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|
2018
Q1 | $2.03M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.36M | Sell |
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|
2017
Q2 | $15.9M | Buy |
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|
2017
Q1 | $675K | Hold |
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|
2016
Q4 | $674K | Hold |
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|
2016
Q3 | $646K | Hold |
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|
2016
Q2 | $556K | Hold |
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|
2016
Q1 | $557K | Hold |
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|
2015
Q4 | $494K | Sell |
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|
2015
Q3 | $758K | Hold |
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|
2015
Q2 | $999K | Buy |
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|
2015
Q1 | $862K | Hold |
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|
2014
Q4 | $986K | Hold |
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|
2014
Q3 | $1.07M | Hold |
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|
2014
Q2 | $1.17M | Hold |
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|
2014
Q1 | $1.07M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $606K | Buy |
|