CWA Asset Management 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 | $3.25M | Sell |
|
|||||
2025
Q1 | $4.53M | Buy |
|
|||||
2024
Q4 | $4.36M | Buy |
|
|||||
2024
Q3 | $4.27M | Buy |
|
|||||
2024
Q1 | $2.75M | Buy |
|
|||||
2023
Q4 | $1.61M | Buy |
|
|||||
2023
Q3 | $1.18M | Buy |
|
|||||
2023
Q2 | $966K | Buy |
|
|||||
2023
Q1 | $827K | Buy |
|
|||||
2022
Q4 | $743K | Buy |
|
|||||
2022
Q3 | $488K | Buy |
|
|||||
2022
Q2 | $526K | Sell |
|
|||||
2022
Q1 | $666K | Buy |
|
|||||
2021
Q4 | $594K | Buy |
|
|||||
2021
Q3 | $548K | Buy |
|
|||||
2021
Q2 | $593K | Sell |
|
|||||
2021
Q1 | $666K | Buy |
|
|||||
2020
Q4 | $501K | Buy |
|
|||||
2020
Q3 | $407K | Sell |
|
|||||
2020
Q2 | $519K | Sell |
|
|||||
2020
Q1 | $593K | Sell |
|
|||||
2019
Q4 | $1.01M | Buy |
|
|||||
2019
Q3 | $787K | Sell |
|
|||||
2019
Q2 | $876K | Sell |
|
|||||
2019
Q1 | $960K | Sell |
|
|||||
2018
Q4 | $1.11M | Buy |
|
|||||
2018
Q3 | $1.18M | Buy |
|
|||||
2018
Q2 | $857K | Buy |
|
|||||
2018
Q1 | $785K | Buy |
|
|||||
2017
Q4 | $387K | Sell |
|
|||||
2017
Q3 | $317K | Buy |
|
|||||
2017
Q2 | $270K | Buy |
|
|||||
2017
Q1 | $221K | Buy |
|
|||||
2016
Q4 | $201K | Buy |
|