Modera Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
6,951
-2
| -0% | -$776 | 0.03% | 234 |
|
|
2025
Q1 | $2.29M | Sell |
6,953
-171
| -2% | -$56.4K | 0.03% | 233 |
|
|
2024
Q4 | $2.58M | Buy |
7,124
+182
| +3% | +$66K | 0.03% | 228 |
|
|
2024
Q3 | $2.72M | Buy |
6,942
+122
| +2% | +$47.7K | 0.03% | 208 |
|
|
2024
Q2 | $2.27M | Sell |
6,820
-186
| -3% | -$62K | 0.03% | 210 |
|
|
2024
Q1 | $2.57M | Buy |
7,006
+450
| +7% | +$165K | 0.04% | 205 |
|
|
2023
Q4 | $1.94M | Sell |
6,556
-470
| -7% | -$139K | 0.03% | 224 |
|
|
2023
Q3 | $1.92M | Sell |
7,026
-4,068
| -37% | -$1.11M | 0.04% | 218 |
|
|
2023
Q2 | $2.73M | Buy |
11,094
+7,568
| +215% | +$1.86M | 0.05% | 197 |
|
|
2023
Q1 | $807K | Buy |
3,526
+194
| +6% | +$44.4K | 0.03% | 173 |
|
|
2022
Q4 | $798K | Sell |
3,332
-164
| -5% | -$39.3K | 0.03% | 166 |
|
|
2022
Q3 | $574K | Sell |
3,496
-77
| -2% | -$12.6K | 0.03% | 174 |
|
|
2022
Q2 | $639K | Sell |
3,573
-31
| -0.9% | -$5.54K | 0.03% | 177 |
|
|
2022
Q1 | $803K | Sell |
3,604
-3,300
| -48% | -$735K | 0.04% | 170 |
|
|
2021
Q4 | $1.43M | Buy |
6,904
+5,265
| +321% | +$1.09M | 0.05% | 139 |
|
|
2021
Q3 | $315K | Buy |
1,639
+520
| +46% | +$99.9K | 0.02% | 200 |
|
|
2021
Q2 | $244K | Sell |
1,119
-9
| -0.8% | -$1.96K | 0.01% | 204 |
|
|
2021
Q1 | $262K | Sell |
1,128
-394
| -26% | -$91.5K | 0.02% | 187 |
|
|
2020
Q4 | $277K | Buy |
+1,522
| New | +$277K | 0.02% | 189 |
|
|
2016
Q2 | – | Sell |
-3,561
| Closed | -$273K | – | 105 |
|
|
2016
Q1 | $273K | Buy |
+3,561
| New | +$273K | 0.1% | 87 |
|