Meridian Wealth Management’s Caterpillar CAT Stock Holding History

Meridian Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.1M	Buy	41,388 +2,416	+6%	+$938K	0.69%	24
2025 Q1	$12.9M	Buy	38,972 +1,574	+4%	+$519K	0.62%	29
2024 Q4	$13.6M	Sell	37,398 -299	-0.8%	-$108K	0.64%	26
2024 Q3	$14.7M	Buy	+37,697	New	+$14.7M	0.72%	25
2024 Q2	–	Sell	-37,201	Closed	-$13.6M	–	321
2024 Q1	$13.6M	Buy	37,201 +2,521	+7%	+$924K	2.27%	7
2023 Q4	$10.3M	Sell	34,680 -11,072	-24%	-$3.27M	0.65%	29
2023 Q3	$12.5M	Buy	45,752 +22,476	+97%	+$6.14M	0.77%	20
2023 Q2	$5.73M	Buy	23,276 +1,365	+6%	+$336K	0.48%	32
2023 Q1	$5.01M	Sell	21,911 -249	-1%	-$57K	0.44%	44
2022 Q4	$5.31M	Sell	22,160 -1,118	-5%	-$268K	0.52%	31
2022 Q3	$3.82M	Sell	23,278 -118	-0.5%	-$19.4K	0.41%	49
2022 Q2	$4.18M	Buy	23,396 +1,147	+5%	+$205K	0.34%	71
2022 Q1	$4.96M	Buy	22,249 +635	+3%	+$142K	0.54%	29
2021 Q4	$4.47M	Buy	21,614 +744	+4%	+$154K	0.48%	38
2021 Q3	$4.01M	Buy	20,870 +1,609	+8%	+$309K	0.49%	37
2021 Q2	$4.19M	Buy	19,261 +2,539	+15%	+$553K	0.53%	37
2021 Q1	$3.88M	Sell	16,722 -399	-2%	-$92.5K	0.56%	36
2020 Q4	$3.12M	Buy	17,121 +1,129	+7%	+$205K	0.49%	43
2020 Q3	$2.39M	Buy	15,992 +908	+6%	+$135K	0.58%	35
2020 Q2	$1.91M	Buy	15,084 +3,295	+28%	+$417K	0.64%	32
2020 Q1	$1.37M	Buy	+11,789	New	+$1.37M	0.61%	36
2019 Q4	–	Sell	-2,503	Closed	-$316K	–	202
2019 Q3	$316K	Buy	2,503 +1,251	+100%	+$158K	0.15%	143
2019 Q2	$1.71K	Buy	+1,252	New	+$1.71K	0.07%	223
2018 Q4	–	Sell	-3,785	Closed	-$577K	–	162
2018 Q3	$577K	Sell	3,785 -142	-4%	-$21.6K	0.25%	71
2018 Q2	$533K	Sell	3,927 -20,559	-84%	-$2.79M	0.25%	79
2018 Q1	$3.61M	Buy	24,486 +17,663	+259%	+$2.6M	1.8%	15
2017 Q4	$873K	Buy	6,823 +19	+0.3%	+$2.43K	0.54%	38
2017 Q3	$848K	Sell	6,804 -123	-2%	-$15.3K	0.54%	39
2017 Q2	$744K	Sell	6,927 -59	-0.8%	-$6.34K	0.47%	43
2017 Q1	$648K	Buy	+6,986	New	+$648K	0.39%	62