SVB 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
Q2 | $1.33M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.53M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.45M | Sell |
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|
2024
Q1 | $3.25M | Sell |
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $2.45M | Sell |
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|
2023
Q2 | $2.22M | Sell |
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|
2023
Q1 | $2.07M | Sell |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.66M | Buy |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $1.83M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $904K | Buy |
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|
2020
Q2 | $762K | Sell |
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|
2020
Q1 | $735K | Buy |
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|
2019
Q4 | $907K | Sell |
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|
2019
Q3 | $782K | Buy |
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|
2019
Q2 | $811K | Sell |
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|
2019
Q1 | $806K | Sell |
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|
2018
Q4 | $789K | Sell |
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|
2018
Q3 | $2.04M | Buy |
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|
2018
Q2 | $1.78M | Sell |
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|
2018
Q1 | $2.26M | Sell |
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|
2017
Q4 | $2.53M | Sell |
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|
2017
Q3 | $2.66M | Sell |
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|
2017
Q2 | $2.47M | Buy |
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|
2017
Q1 | $1.81M | Sell |
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|
2016
Q4 | $1.89M | Sell |
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|
2016
Q3 | $1.88M | Buy |
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|
2016
Q2 | $1.44M | Sell |
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|
2016
Q1 | $1.74M | Sell |
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|
2015
Q4 | $1.85M | Sell |
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|
2015
Q3 | $2.49M | Sell |
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|
2015
Q2 | $3.99M | Sell |
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|
2015
Q1 | $3.94M | Sell |
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|
2014
Q4 | $4.8M | Buy |
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