CWS Financial Advisors’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 | $479K | Hold |
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|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $241K | Buy |
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