Charles Schwab’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 | $1.3B | Buy |
|
|||||
|
2025
Q1 | $1.09B | Buy |
|
|||||
|
2024
Q4 | $1.19B | Buy |
|
|||||
|
2024
Q3 | $1.26B | Buy |
|
|||||
|
2024
Q2 | $1.07B | Sell |
|
|||||
|
2024
Q1 | $1.18B | Buy |
|
|||||
|
2023
Q4 | $948M | Buy |
|
|||||
|
2023
Q3 | $747M | Sell |
|
|||||
|
2023
Q2 | $675M | Sell |
|
|||||
|
2023
Q1 | $633M | Buy |
|
|||||
|
2022
Q4 | $660M | Buy |
|
|||||
|
2022
Q3 | $450M | Buy |
|
|||||
|
2022
Q2 | $481M | Sell |
|
|||||
|
2022
Q1 | $601M | Buy |
|
|||||
|
2021
Q4 | $537M | Buy |
|
|||||
|
2021
Q3 | $489M | Buy |
|
|||||
|
2021
Q2 | $549M | Buy |
|
|||||
|
2021
Q1 | $573M | Buy |
|
|||||
|
2020
Q4 | $441M | Buy |
|
|||||
|
2020
Q3 | $358M | Sell |
|
|||||
|
2020
Q2 | $317M | Sell |
|
|||||
|
2020
Q1 | $298M | Buy |
|
|||||
|
2019
Q4 | $371M | Sell |
|
|||||
|
2019
Q3 | $324M | Sell |
|
|||||
|
2019
Q2 | $354M | Buy |
|
|||||
|
2019
Q1 | $347M | Buy |
|
|||||
|
2018
Q4 | $310M | Buy |
|
|||||
|
2018
Q3 | $362M | Buy |
|
|||||
|
2018
Q2 | $321M | Sell |
|
|||||
|
2018
Q1 | $351M | Buy |
|
|||||
|
2017
Q4 | $370M | Buy |
|
|||||
|
2017
Q3 | $271M | Buy |
|
|||||
|
2017
Q2 | $226M | Buy |
|
|||||
|
2017
Q1 | $186M | Sell |
|
|||||
|
2016
Q4 | $248M | Buy |
|
|||||
|
2016
Q3 | $230M | Buy |
|
|||||
|
2016
Q2 | $189M | Buy |
|
|||||
|
2016
Q1 | $179M | Buy |
|
|||||
|
2015
Q4 | $149M | Buy |
|
|||||
|
2015
Q3 | $136M | Buy |
|
|||||
|
2015
Q2 | $175M | Sell |
|
|||||
|
2015
Q1 | $186M | Buy |
|
|||||
|
2014
Q4 | $196M | Buy |
|
|||||
|
2014
Q3 | $207M | Buy |
|
|||||
|
2014
Q2 | $221M | Buy |
|
|||||
|
2014
Q1 | $140M | Buy |
|
|||||
|
2013
Q4 | $124M | Buy |
|
|||||
|
2013
Q3 | $112M | Buy |
|
|||||
|
2013
Q2 | $108M | Buy |
|