Institute for 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
Q3 | $2.18M | Buy |
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|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.63M | Buy |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $866K | Sell |
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|
2022
Q2 | $944K | Hold |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $940K | Sell |
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|
2020
Q3 | $781K | Sell |
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|
2020
Q2 | $816K | Buy |
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|
2020
Q1 | $745K | Sell |
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|
2019
Q4 | $973K | Sell |
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|
2019
Q3 | $847K | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $881K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $993K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $661K | Buy |
|