Corient Private Wealth’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 | $220M | Sell |
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|
2025
Q1 | $209M | Sell |
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|
2024
Q4 | $254M | Sell |
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|
2024
Q3 | $276M | Sell |
|
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|
2024
Q2 | $239M | Sell |
|
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|
2024
Q1 | $267M | Sell |
|
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|
2023
Q4 | $220M | Buy |
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|
2023
Q3 | $194M | Sell |
|
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|
2023
Q2 | $175M | Buy |
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|
2023
Q1 | $148M | Buy |
|
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|
2022
Q4 | $93.7M | Buy |
|