Marcum 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
Q1 | $789K | Sell |
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|
2024
Q4 | $937K | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $853K | Sell |
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|
2024
Q1 | $975K | Sell |
|
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|
2023
Q4 | $950K | Buy |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $537K | Sell |
|
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $493K | Sell |
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|
2021
Q3 | $559K | Buy |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $594K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | $204K | Buy |
|