Modera 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
Q2 | $2.7M | Sell |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.57M | Buy |
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|
2023
Q4 | $1.94M | Sell |
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|
2023
Q3 | $1.92M | Sell |
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|
2023
Q2 | $2.73M | Buy |
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|
2023
Q1 | $807K | Buy |
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|
2022
Q4 | $798K | Sell |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $639K | Sell |
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|
2022
Q1 | $803K | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $244K | Sell |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $277K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $273K | Buy |
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