CarsonAllaria 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 | $685K | Buy |
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|
2025
Q2 | $557K | Hold |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $520K | Buy |
|
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|
2024
Q3 | $560K | Sell |
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|
2024
Q2 | $478K | Hold |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $103K | Buy |
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|
2022
Q1 | $128K | Buy |
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|
2021
Q4 | $118K | Buy |
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