Moran 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 | $23.4M | Sell |
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|
2025
Q1 | $20.2M | Buy |
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|
2024
Q4 | $19.9M | Sell |
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|
2024
Q3 | $21.6M | Sell |
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|
2024
Q2 | $18.4M | Buy |
|
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|
2024
Q1 | $20.1M | Buy |
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|
2023
Q4 | $16.2M | Sell |
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|
2023
Q3 | $15.3M | Sell |
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|
2023
Q2 | $13.9M | Sell |
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|
2023
Q1 | $13.6M | Buy |
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|
2022
Q4 | $13.7M | Buy |
|