Ritholtz 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 | $5.03M | Buy |
|
|||||
|
2025
Q1 | $3.16M | Buy |
|
|||||
|
2024
Q4 | $3.48M | Buy |
|
|||||
|
2024
Q3 | $2.99M | Buy |
|
|||||
|
2024
Q2 | $2.13M | Sell |
|
|||||
|
2024
Q1 | $2.41M | Sell |
|
|||||
|
2023
Q4 | $2.23M | Buy |
|
|||||
|
2023
Q3 | $2.02M | Buy |
|
|||||
|
2023
Q2 | $1.73M | Buy |
|
|||||
|
2023
Q1 | $1.54M | Buy |
|
|||||
|
2022
Q4 | $1.54M | Sell |
|
|||||
|
2022
Q3 | $1.09M | Buy |
|
|||||
|
2022
Q2 | $1.15M | Buy |
|
|||||
|
2022
Q1 | $1.29M | Buy |
|
|||||
|
2021
Q4 | $1.06M | Buy |
|
|||||
|
2021
Q3 | $942K | Sell |
|
|||||
|
2021
Q2 | $1.07M | Buy |
|
|||||
|
2021
Q1 | $1.09M | Buy |
|
|||||
|
2020
Q4 | $630K | Buy |
|
|||||
|
2020
Q3 | $478K | Buy |
|
|||||
|
2020
Q2 | $339K | Buy |
|
|||||
|
2020
Q1 | $263K | Sell |
|
|||||
|
2019
Q4 | $446K | Buy |
|
|||||
|
2019
Q3 | $372K | Buy |
|
|||||
|
2019
Q2 | $397K | Hold |
|
|||||
|
2019
Q1 | $395K | Sell |
|
|||||
|
2018
Q4 | $473K | Sell |
|
|||||
|
2018
Q3 | $579K | Sell |
|
|||||
|
2018
Q2 | $522K | Buy |
|
|||||
|
2018
Q1 | $560K | Hold |
|
|||||
|
2017
Q4 | $599K | Hold |
|
|||||
|
2017
Q3 | $474K | Hold |
|
|||||
|
2017
Q2 | $408K | Buy |
|
|||||
|
2016
Q4 | $479K | Buy |
|