Clarus Wealth Advisors’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 | $1.16M | Sell |
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|
2025
Q2 | $970K | Sell |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $997K | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $975K | Buy |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q2 | $814K | Buy |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $741K | Buy |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $531K | Sell |
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|
2021
Q1 | $928K | Buy |
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|
2020
Q4 | $496K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $355K | Buy |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | $197K | Buy |
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|
2018
Q4 | $184K | Buy |
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|
2018
Q3 | $189K | Sell |
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|
2018
Q2 | $477K | Hold |
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|
2018
Q1 | $477K | Sell |
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|
2017
Q4 | $697K | Buy |
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