Commonwealth Equity Services’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 | $183M | Sell |
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|
2025
Q2 | $157M | Sell |
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|
2025
Q1 | $145M | Buy |
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|
2024
Q4 | $158M | Sell |
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|
2024
Q3 | $170M | Sell |
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|
2024
Q2 | $147M | Sell |
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|
2024
Q1 | $162M | Buy |
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|
2023
Q4 | $129M | Sell |
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|
2023
Q3 | $121M | Buy |
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|
2023
Q2 | $108M | Buy |
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|
2023
Q1 | $98.7K | Buy |
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|
2022
Q4 | $103M | Buy |
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|
2022
Q3 | $70.2M | Buy |
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|
2022
Q2 | $76M | Sell |
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|
2022
Q1 | $96.1M | Buy |
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|
2021
Q4 | $87.6M | Buy |
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|
2021
Q3 | $78.4M | Buy |
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|
2021
Q2 | $85M | Buy |
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|
2021
Q1 | $87.8M | Sell |
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|
2020
Q4 | $69.1M | Sell |
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|
2020
Q3 | $57.3M | Sell |
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|
2020
Q2 | $49.2M | Buy |
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|
2020
Q1 | $44.2M | Buy |
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|
2019
Q4 | $49.3M | Buy |
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|
2019
Q3 | $41.8M | Sell |
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|
2019
Q2 | $47M | Buy |
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|
2019
Q1 | $45.1M | Buy |
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|
2018
Q4 | $40.2M | Buy |
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|
2018
Q3 | $47.7M | Buy |
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|
2018
Q2 | $41.8M | Buy |
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|
2018
Q1 | $44.6M | Sell |
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|
2017
Q4 | $48.9M | Buy |
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|
2017
Q3 | $38.3M | Buy |
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|
2017
Q2 | $32.2M | Buy |
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|
2017
Q1 | $26.9M | Buy |
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|
2016
Q4 | $26.5M | Buy |
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|
2016
Q3 | $22.3M | Sell |
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|
2016
Q2 | $19M | Buy |
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|
2016
Q1 | $18.3M | Buy |
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|
2015
Q4 | $15.7M | Buy |
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|
2015
Q3 | $15M | Buy |
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|
2015
Q2 | $18.7M | Buy |
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|
2015
Q1 | $16.7M | Buy |
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|
2014
Q4 | $17.3M | Buy |
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|
2014
Q3 | $16.8M | Sell |
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|
2014
Q2 | $20.1M | Sell |
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|
2014
Q1 | $19.8M | Buy |
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|
2013
Q4 | $18M | Buy |
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|
2013
Q3 | $15.4M | Buy |
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|
2013
Q2 | $14.9M | Buy |
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