1858 Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
3,741
-10
| -0.3% | -$3.88K | 1.07% | 26 |
|
|
2025
Q1 | $1.24M | Buy |
3,751
+416
| +12% | +$137K | 1.05% | 27 |
|
|
2024
Q4 | $1.21M | Buy |
3,335
+365
| +12% | +$132K | 0.96% | 27 |
|
|
2024
Q3 | $1.16M | Sell |
2,970
-253
| -8% | -$98.9K | 0.96% | 28 |
|
|
2024
Q2 | $1.07M | Sell |
3,223
-275
| -8% | -$91.6K | 0.89% | 33 |
|
|
2024
Q1 | $1.03M | Hold |
3,498
| – | – | 0.98% | 31 |
|
|
2023
Q4 | $1.03M | Buy |
+3,498
| New | +$1.03M | 0.98% | 31 |
|