Alaethes Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
5,773
+135
| +2% | +$52.4K | 0.67% | 49 |
|
|
2025
Q1 | $1.86M | Buy |
5,638
+136
| +2% | +$44.9K | 0.68% | 52 |
|
|
2024
Q4 | $2M | Buy |
5,502
+38
| +0.7% | +$13.8K | 0.71% | 46 |
|
|
2024
Q3 | $2.14M | Sell |
5,464
-53
| -1% | -$20.7K | 0.79% | 38 |
|
|
2024
Q2 | $1.84M | Buy |
5,517
+74
| +1% | +$24.6K | 0.76% | 40 |
|
|
2024
Q1 | $1.99M | Sell |
5,443
-10
| -0.2% | -$3.66K | 0.87% | 38 |
|
|
2023
Q4 | $1.61M | Buy |
5,453
+86
| +2% | +$25.4K | 0.76% | 48 |
|
|
2023
Q3 | $1.47M | Sell |
5,367
-260
| -5% | -$71K | 0.8% | 43 |
|
|
2023
Q2 | $1.38M | Buy |
5,627
+144
| +3% | +$35.4K | 0.76% | 50 |
|
|
2023
Q1 | $1.25M | Buy |
5,483
+310
| +6% | +$70.9K | 0.74% | 56 |
|
|
2022
Q4 | $1.24M | Sell |
5,173
-125
| -2% | -$29.9K | 0.85% | 48 |
|
|
2022
Q3 | $869K | Buy |
5,298
+281
| +6% | +$46.1K | 0.64% | 70 |
|
|
2022
Q2 | $897K | Buy |
5,017
+4,752
| +1,793% | +$850K | 0.67% | 68 |
|
|
2022
Q1 | $59K | Hold |
265
| – | – | 0.04% | 135 |
|
|
2021
Q4 | $55K | Hold |
265
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $51K | Hold |
265
| – | – | 0.04% | 131 |
|
|
2021
Q2 | $58K | Buy |
+265
| New | +$58K | 0.04% | 124 |
|