CJM Wealth Advisers’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 | $574K | Buy |
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|
2025
Q2 | $467K | Buy |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $436K | Buy |
|
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|
2024
Q3 | $469K | Buy |
|
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|
2024
Q2 | $395K | Buy |
|
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $246K | Buy |
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