CFM Wealth Partners’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 | $1.88M | Hold |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $1.68M | Hold |
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|
2023
Q3 | $1.55M | Hold |
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|
2023
Q2 | $1.4M | Hold |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $909K | Buy |
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|
2022
Q2 | $973K | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.33M | Hold |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $894K | Sell |
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|
2020
Q2 | $935K | Buy |
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|
2020
Q1 | $847K | Buy |
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|
2019
Q4 | $1.07M | Buy |
|