Consilium Wealth Advisory’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 | $510K | Sell |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $392K | Buy |
|
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|
2024
Q3 | $422K | Hold |
|
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $226K | Buy |
|