RWA Wealth Partners’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 | $51.4M | Buy |
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|
2025
Q2 | $34.6M | Sell |
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|
2025
Q1 | $31.5M | Buy |
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|
2024
Q4 | $24M | Buy |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $9.1M | Buy |
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|
2023
Q3 | $5.88M | Buy |
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|
2023
Q2 | $5.22M | Buy |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $950K | Buy |
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|
2022
Q2 | $784K | Buy |
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|
2022
Q1 | $976K | Buy |
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|
2021
Q4 | $874K | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | $905K | Buy |
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|
2021
Q1 | $804K | Buy |
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|
2020
Q4 | $599K | Buy |
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|
2020
Q3 | $480K | Sell |
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|
2020
Q2 | $427K | Buy |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $345K | Buy |
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|
2019
Q2 | $372K | Buy |
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|
2019
Q1 | $369K | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $218K | Buy |
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|
2018
Q2 | $194K | Buy |
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|
2018
Q1 | $187K | Sell |
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|
2017
Q4 | $238K | Buy |
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