Segment 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
Q3 | $20.2M | Sell |
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|
2025
Q2 | $16.5M | Buy |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $14.8M | Buy |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $645K | Buy |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $536K | Buy |
|
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $677K | Sell |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $2.46M | Sell |
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|
2021
Q3 | $2.3M | Sell |
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|
2021
Q2 | $2.71M | Hold |
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|
2021
Q1 | $2.89M | Buy |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $1.47M | Sell |
|
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.58M | Buy |
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|
2019
Q2 | $1.71M | Buy |
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|
2019
Q1 | $1.7M | Hold |
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|
2018
Q4 | $1.59M | Sell |
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|
2018
Q3 | $1.96M | Sell |
|
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|
2018
Q2 | $1.77M | Sell |
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|
2018
Q1 | $1.93M | Sell |
|
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|
2017
Q4 | $2.29M | Buy |
|
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|
2017
Q3 | $1.53M | Buy |
|
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|
2017
Q2 | $1.1M | Sell |
|
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $974K | Sell |
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|
2016
Q2 | $3.1M | Sell |
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|
2016
Q1 | $3.48M | Buy |
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|
2015
Q4 | $2.79M | Sell |
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|
2015
Q3 | $2.88M | Buy |
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|
2015
Q2 | $3.36M | Buy |
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|
2015
Q1 | $3.16M | Buy |
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|
2014
Q4 | $3.2M | Buy |
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|
2014
Q3 | $3.35M | Buy |
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|
2014
Q2 | $3.57M | Buy |
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|
2014
Q1 | $3.17M | Buy |
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|
2013
Q4 | $2.7M | Buy |
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|
2013
Q3 | $2.4M | Buy |
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|
2013
Q2 | $1.11M | Buy |
|