Cornerstone Wealth Management’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 | $1.61M | Buy |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $948K | Buy |
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|
2023
Q2 | $751K | Buy |
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|
2023
Q1 | $645K | Buy |
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|
2022
Q3 | $504K | Buy |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $556K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $485K | Buy |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $376K | Buy |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $439K | Sell |
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|
2019
Q2 | $525K | Sell |
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|
2019
Q1 | $1.46M | Buy |
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|
2018
Q4 | $544K | Sell |
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|
2018
Q3 | $7.32M | Sell |
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|
2018
Q2 | $9.19M | Buy |
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|
2018
Q1 | $1.29M | Buy |
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|
2017
Q4 | $1.29M | Buy |
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|
2017
Q3 | $928K | Buy |
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|
2017
Q2 | $762K | Buy |
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|
2017
Q1 | $643K | Sell |
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|
2016
Q4 | $717K | Sell |
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|
2016
Q3 | $850K | Buy |
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