49 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 | $414K | Buy |
1,066
+53
| +5% | +$20.6K | 0.04% | 101 |
|
|
2025
Q1 | $334K | Buy |
1,013
+19
| +2% | +$6.26K | 0.04% | 129 |
|
|
2024
Q4 | $360K | Buy |
994
+6
| +0.6% | +$2.18K | 0.05% | 104 |
|
|
2024
Q3 | $387K | Buy |
988
+250
| +34% | +$97.8K | 0.06% | 100 |
|
|
2024
Q2 | $243K | Buy |
+738
| New | +$243K | 0.05% | 126 |
|