CreativeOne 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
Q3 | $5.25M | Sell |
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|
2025
Q2 | $4.3M | Buy |
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|
2025
Q1 | $3.03M | Buy |
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $3.96M | Buy |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $3.25M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $882K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $812K | Buy |
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|
2022
Q4 | $729K | Sell |
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|
2022
Q3 | $589K | Sell |
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|
2022
Q2 | $685K | Sell |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $549K | Sell |
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|
2021
Q2 | $637K | Buy |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $250K | Buy |
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