Carson Wealth (CWM LLC)’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 | $48.3M | Buy |
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|
2025
Q2 | $35.2M | Sell |
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|
2025
Q1 | $29.9M | Buy |
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|
2024
Q4 | $30.5M | Buy |
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|
2024
Q3 | $30.4M | Buy |
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|
2024
Q2 | $23.2M | Buy |
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|
2024
Q1 | $20M | Buy |
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|
2023
Q4 | $14.3M | Buy |
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|
2023
Q3 | $9.82M | Buy |
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|
2023
Q2 | $4.99M | Buy |
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|
2023
Q1 | $4.58M | Buy |
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|
2022
Q4 | $4.38M | Buy |
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|
2022
Q3 | $2.4M | Sell |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $3.37M | Buy |
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|
2021
Q4 | $3.04M | Buy |
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|
2021
Q2 | $2.44M | Hold |
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|
2021
Q1 | $2.44M | Hold |
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|
2020
Q4 | $2.44M | Hold |
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|
2020
Q3 | $2.44M | Hold |
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|
2020
Q2 | $2.44M | Hold |
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|
2020
Q1 | $2.44M | Hold |
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|
2019
Q4 | $2.44M | Hold |
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|
2019
Q3 | $2.44M | Hold |
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|
2019
Q2 | $2.44M | Hold |
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|
2019
Q1 | $2.44M | Buy |
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|
2018
Q4 | $356K | Buy |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $240K | Buy |
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|
2018
Q1 | $238K | Hold |
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|
2017
Q4 | $254K | Sell |
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|
2017
Q3 | $207K | Sell |
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|
2017
Q2 | $184K | Sell |
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|
2017
Q1 | $166K | Sell |
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|
2016
Q4 | $308K | Buy |
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|
2016
Q3 | $246K | Buy |
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|
2016
Q2 | $195K | Buy |
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|
2016
Q1 | $66K | Sell |
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|
2015
Q4 | $5.15M | Buy |
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|
2015
Q3 | $4.79M | Sell |
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|
2015
Q2 | $12.1M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $75K | Sell |
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|
2013
Q3 | $786K | Buy |
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