Cornerstone Wealth Group’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 | $1.73M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $2.68M | Sell |
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|
2021
Q4 | $3.69M | Buy |
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|
2021
Q3 | $3.25M | Sell |
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|
2021
Q2 | $6.04M | Buy |
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|
2021
Q1 | $6.31M | Buy |
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|
2020
Q4 | $3.81M | Buy |
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|
2020
Q3 | $1.75M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.79M | Buy |
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|
2019
Q1 | $1.72M | Buy |
|