9258 Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.62M | Buy |
4,145
+149
| +4% | +$58.3K | 0.24% | 83 |
|
|
2024
Q2 | $1.33M | Sell |
3,996
-6
| -0.1% | -$2K | 0.2% | 93 |
|
|
2024
Q1 | $1.47M | Buy |
4,002
+163
| +4% | +$59.7K | 0.23% | 85 |
|
|
2023
Q4 | $1.14M | Buy |
3,839
+55
| +1% | +$16.3K | 0.2% | 101 |
|
|
2023
Q3 | $1.03M | Buy |
3,784
+17
| +0.5% | +$4.64K | 0.2% | 99 |
|
|
2023
Q2 | $927K | Hold |
3,767
| – | – | 0.17% | 110 |
|
|
2023
Q1 | $862K | Sell |
3,767
-390
| -9% | -$89.2K | 0.17% | 114 |
|
|
2022
Q4 | $996K | Buy |
4,157
+847
| +26% | +$203K | 0.22% | 96 |
|
|
2022
Q3 | $543K | Buy |
3,310
+357
| +12% | +$58.6K | 0.14% | 161 |
|
|
2022
Q2 | $528K | Buy |
2,953
+277
| +10% | +$49.5K | 0.14% | 165 |
|
|
2022
Q1 | $596K | Buy |
2,676
+251
| +10% | +$55.9K | 0.14% | 165 |
|
|
2021
Q4 | $501K | Sell |
2,425
-97
| -4% | -$20K | 0.11% | 193 |
|
|
2021
Q3 | $484K | Sell |
2,522
-22
| -0.9% | -$4.22K | 0.13% | 175 |
|
|
2021
Q2 | $554K | Buy |
2,544
+5
| +0.2% | +$1.09K | 0.15% | 150 |
|
|
2021
Q1 | $589K | Buy |
2,539
+17
| +0.7% | +$3.94K | 0.18% | 138 |
|
|
2020
Q4 | $459K | Buy |
2,522
+1
| +0% | +$182 | 0.15% | 157 |
|
|
2020
Q3 | $396K | Buy |
2,521
+166
| +7% | +$26.1K | 0.15% | 160 |
|
|
2020
Q2 | $298K | Sell |
2,355
-103
| -4% | -$13K | 0.12% | 204 |
|
|
2020
Q1 | $283K | Buy |
2,458
+111
| +5% | +$12.8K | 0.12% | 195 |
|
|
2019
Q4 | $347K | Buy |
2,347
+717
| +44% | +$106K | 0.13% | 200 |
|
|
2019
Q3 | $206K | Sell |
1,630
-262
| -14% | -$33.1K | 0.16% | 156 |
|
|
2019
Q2 | $258K | Sell |
1,892
-119
| -6% | -$16.2K | 0.21% | 141 |
|
|
2019
Q1 | $272K | Buy |
2,011
+1
| +0% | +$135 | 0.23% | 124 |
|
|
2018
Q4 | $255K | Buy |
+2,010
| New | +$255K | 0.25% | 124 |
|