Concord Wealth Partners’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 | $3.76M | Sell |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $3.63M | Buy |
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|
2024
Q2 | $2.92M | Buy |
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|
2024
Q1 | $3.04M | Buy |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $551K | Sell |
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|
2022
Q4 | $593K | Sell |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $340K | Buy |
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