Adams 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
Q1 | $289K | Hold |
876
| – | – | 0.06% | 109 |
|
|
2024
Q4 | $318K | Hold |
876
| – | – | 0.06% | 101 |
|
|
2024
Q3 | $343K | Hold |
876
| – | – | 0.07% | 99 |
|
|
2024
Q2 | $292K | Hold |
876
| – | – | 0.07% | 97 |
|
|
2024
Q1 | $321K | Hold |
876
| – | – | 0.08% | 92 |
|
|
2023
Q4 | $259K | Hold |
876
| – | – | 0.08% | 86 |
|
|
2023
Q3 | $239K | Hold |
876
| – | – | 0.08% | 85 |
|
|
2023
Q2 | $216K | Hold |
876
| – | – | 0.07% | 93 |
|
|
2023
Q1 | $200K | Hold |
876
| – | – | 0.06% | 98 |
|
|
2022
Q4 | $210K | Buy |
+876
| New | +$210K | 0.07% | 87 |
|
|
2021
Q2 | – | Sell |
-876
| Closed | -$203K | – | 70 |
|
|
2021
Q1 | $203K | Buy |
+876
| New | +$203K | 0.09% | 70 |
|
|
2020
Q4 | – | Sell |
-876
| Closed | -$131K | – | 110 |
|
|
2020
Q3 | $131K | Buy |
+876
| New | +$131K | 0.1% | 69 |
|