Altus Wealth Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
562
-93
| -14% | -$36.1K | 0.1% | 126 |
|
|
2025
Q1 | $216K | Buy |
655
+4
| +0.6% | +$1.32K | 0.1% | 123 |
|
|
2024
Q4 | $236K | Buy |
651
+1
| +0.2% | +$363 | 0.1% | 129 |
|
|
2024
Q3 | $254K | Buy |
650
+43
| +7% | +$16.8K | 0.11% | 123 |
|
|
2024
Q2 | $202K | Buy |
+607
| New | +$202K | 0.1% | 125 |
|
|
2023
Q1 | – | Sell |
-1,130
| Closed | -$271K | – | 134 |
|
|
2022
Q4 | $271K | Sell |
1,130
-422
| -27% | -$101K | 0.21% | 107 |
|
|
2022
Q3 | $298K | Hold |
1,552
| – | – | 0.3% | 82 |
|
|
2022
Q2 | $298K | Sell |
1,552
-1
| -0.1% | -$192 | 0.3% | 82 |
|
|
2022
Q1 | $346K | Hold |
1,553
| – | – | 0.28% | 74 |
|
|
2021
Q4 | $321K | Buy |
1,553
+1
| +0.1% | +$207 | 0.26% | 82 |
|
|
2021
Q3 | $298K | Buy |
+1,552
| New | +$298K | 0.3% | 82 |
|
|
2021
Q1 | – | Sell |
-404
| Closed | -$73K | – | 262 |
|
|
2020
Q4 | $73K | Buy |
+404
| New | +$73K | 0.07% | 167 |
|