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CWM
CMH Wealth Management’s
Caterpillar
CAT
Stock Holding History
CMH Wealth Management’s Portfolio
CAT Stock Details
CAT Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.59M
Buy
2019
Q3
–
Sell
2019
Q2
$2.29M
Sell
2019
Q1
$3.41M
Buy
2018
Q4
$3.1M
Buy
2018
Q3
$2.17M
Sell
2018
Q2
$3.35M
Buy
2018
Q1
$1.46M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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