REDW Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Hold |
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|
2025
Q2 | $939K | Hold |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $721K | Sell |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $751K | Hold |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $450K | Hold |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $336K | Hold |
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|
2022
Q1 | $418K | Hold |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $351K | Hold |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $424K | Hold |
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|
2020
Q4 | $333K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $212K | Buy |
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|
2019
Q4 | $246K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $227K | Hold |
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|
2019
Q1 | $226K | Hold |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $226K | Hold |
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|
2018
Q1 | $246K | Sell |
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|
2017
Q4 | $275K | Hold |
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|
2017
Q3 | $217K | Buy |
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