OneAscent 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 | $707K | Buy |
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|
2025
Q1 | $552K | Sell |
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|
2024
Q4 | $642K | Sell |
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|
2024
Q3 | $743K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $716K | Buy |
|
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|
2023
Q4 | $337K | Buy |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $303K | Hold |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $255K | Buy |
|