Corient Private Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221M | Sell |
569,196
-63,752
| -10% | -$24.8M | 0.23% | 80 |
|
|
2025
Q1 | $209M | Sell |
632,948
-69,892
| -10% | -$23.1M | 0.34% | 61 |
|
|
2024
Q4 | $254M | Sell |
702,840
-3,468
| -0.5% | -$1.25M | 0.42% | 50 |
|
|
2024
Q3 | $276M | Sell |
706,308
-10,931
| -2% | -$4.28M | 0.43% | 45 |
|
|
2024
Q2 | $239M | Sell |
717,239
-10,215
| -1% | -$3.4M | 0.42% | 47 |
|
|
2024
Q1 | $267M | Sell |
727,454
-16,178
| -2% | -$5.93M | 0.47% | 40 |
|
|
2023
Q4 | $220M | Buy |
743,632
+33,072
| +5% | +$9.78M | 0.4% | 51 |
|
|
2023
Q3 | $194M | Sell |
710,560
-28
| -0% | -$7.64K | 0.45% | 46 |
|
|
2023
Q2 | $175M | Buy |
710,588
+64,783
| +10% | +$15.9M | 0.4% | 56 |
|
|
2023
Q1 | $148M | Buy |
645,805
+254,761
| +65% | +$58.3M | 0.4% | 60 |
|
|
2022
Q4 | $93.7M | Buy |
+391,044
| New | +$93.7M | 0.34% | 76 |
|