Charles Schwab 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 | $2.91M | Buy |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $1.96M | Buy |
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|
2024
Q1 | $2.13M | Sell |
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|
2023
Q4 | $1.86M | Hold |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.28M | Hold |
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|
2023
Q1 | $1.43M | Hold |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $792K | Buy |
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|
2022
Q2 | $679K | Hold |
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|
2022
Q1 | $847K | Sell |
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|
2021
Q4 | $821K | Sell |
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|
2021
Q3 | $782K | Hold |
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|
2021
Q2 | $887K | Buy |
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|
2021
Q1 | $925K | Sell |
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|
2020
Q4 | $748K | Buy |
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|
2020
Q3 | $493K | Buy |
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|
2020
Q2 | $412K | Hold |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $583K | Buy |
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|
2019
Q3 | $402K | Buy |
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