Aberdeen 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 | $847K | Hold |
2,183
| – | – | 0.56% | 51 |
|
|
2025
Q1 | $720K | Buy |
2,183
+1
| +0% | +$330 | 0.5% | 60 |
|
|
2024
Q4 | $792K | Sell |
2,182
-50
| -2% | -$18.1K | 0.54% | 50 |
|
|
2024
Q3 | $873K | Sell |
2,232
-30
| -1% | -$11.7K | 0.57% | 46 |
|
|
2024
Q2 | $754K | Hold |
2,262
| – | – | 0.51% | 52 |
|
|
2024
Q1 | $829K | Hold |
2,262
| – | – | 0.48% | 53 |
|
|
2023
Q4 | $669K | Hold |
2,262
| – | – | 0.49% | 61 |
|
|
2023
Q3 | $617K | Sell |
2,262
-70
| -3% | -$19.1K | 0.47% | 61 |
|
|
2023
Q2 | $574K | Buy |
2,332
+66
| +3% | +$16.2K | 0.41% | 70 |
|
|
2023
Q1 | $519K | Hold |
2,266
| – | – | 0.39% | 75 |
|
|
2022
Q4 | $543K | Hold |
2,266
| – | – | 0.41% | 66 |
|
|
2022
Q3 | $372K | Hold |
2,266
| – | – | 0.33% | 86 |
|
|
2022
Q2 | $405K | Hold |
2,266
| – | – | 0.32% | 84 |
|
|
2022
Q1 | $505K | Hold |
2,266
| – | – | 0.34% | 79 |
|
|
2021
Q4 | $468K | Buy |
2,266
+66
| +3% | +$13.6K | 0.31% | 88 |
|
|
2021
Q3 | $422K | Hold |
2,200
| – | – | 0.41% | 79 |
|
|
2021
Q2 | $479K | Buy |
2,200
+30
| +1% | +$6.53K | 0.44% | 77 |
|
|
2021
Q1 | $503K | Hold |
2,170
| – | – | 0.4% | 72 |
|
|
2020
Q4 | $395K | Hold |
2,170
| – | – | 0.3% | 92 |
|
|
2020
Q3 | $324K | Sell |
2,170
-228
| -10% | -$34K | 0.31% | 95 |
|
|
2020
Q2 | $303K | Buy |
2,398
+229
| +11% | +$28.9K | 0.32% | 94 |
|
|
2020
Q1 | $252K | Sell |
2,169
-39
| -2% | -$4.53K | 0.31% | 97 |
|
|
2019
Q4 | $326K | Buy |
+2,208
| New | +$326K | 0.24% | 103 |
|