Core 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
Q2
$2.08M Sell
2025
Q1
$2.42M Sell
2024
Q4
$2.99M Sell
2024
Q3
$3.26M Buy
2024
Q2
$2.77M Sell
2024
Q1
$3.22M Sell
2023
Q4
$2.82M Sell
2023
Q3
$2.63M Buy
2023
Q2
$2.37M Buy
2023
Q1
$2.11M Buy
2022
Q4
$1.94M Buy
2022
Q3
$1.26M Buy
2022
Q2
$1.21M Buy
2022
Q1
Sell
2021
Q4
$62K Buy
2021
Q3
Sell
2021
Q2
$1.09M Buy