1 North Wealth Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
4,443
-10
| -0.2% | -$3.88K | 0.68% | 36 |
|
|
2025
Q1 | $1.47M | Sell |
4,453
-657
| -13% | -$217K | 0.68% | 33 |
|
|
2024
Q4 | $1.85M | Buy |
+5,110
| New | +$1.85M | 0.79% | 34 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 363 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 330 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 318 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 295 |
|