Angeles 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 | $392K | Buy |
1,009
+13
| +1% | +$5.05K | 0.03% | 213 |
|
|
2025
Q1 | $328K | Buy |
996
+69
| +7% | +$22.8K | 0.03% | 189 |
|
|
2024
Q4 | $336K | Buy |
927
+78
| +9% | +$28.3K | 0.03% | 187 |
|
|
2024
Q3 | $332K | Sell |
849
-67
| -7% | -$26.2K | 0.03% | 183 |
|
|
2024
Q2 | $305K | Buy |
916
+79
| +9% | +$26.3K | 0.03% | 178 |
|
|
2024
Q1 | $307K | Buy |
+837
| New | +$307K | 0.03% | 169 |
|