Abound 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 | $155K | Sell |
400
-18
| -4% | -$6.99K | 0.04% | 94 |
|
|
2025
Q1 | $138K | Buy |
418
+199
| +91% | +$65.6K | 0.05% | 90 |
|
|
2024
Q4 | $79.4K | Buy |
219
+7
| +3% | +$2.54K | 0.03% | 130 |
|
|
2024
Q3 | $82.8K | Buy |
212
+55
| +35% | +$21.5K | 0.03% | 123 |
|
|
2024
Q2 | $52.5K | Sell |
157
-8
| -5% | -$2.67K | 0.02% | 144 |
|
|
2024
Q1 | $60.3K | Buy |
165
+13
| +9% | +$4.75K | 0.02% | 131 |
|
|
2023
Q4 | $44.8K | Buy |
152
+1
| +0.7% | +$295 | 0.02% | 162 |
|
|
2023
Q3 | $41.4K | Sell |
151
-17
| -10% | -$4.66K | 0.02% | 151 |
|
|
2023
Q2 | $41.4K | Buy |
168
+24
| +17% | +$5.92K | 0.02% | 150 |
|
|
2023
Q1 | $33K | Buy |
144
+83
| +136% | +$19K | 0.01% | 161 |
|
|
2022
Q4 | $14.6K | Buy |
61
+31
| +103% | +$7.44K | 0.01% | 220 |
|
|
2022
Q3 | $4.94K | Buy |
+30
| New | +$4.94K | ﹤0.01% | 372 |
|