Aprio 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 | $699K | Sell |
1,800
-158
| -8% | -$61.4K | 0.08% | 146 |
|
|
2025
Q1 | $646K | Buy |
1,958
+65
| +3% | +$21.4K | 0.08% | 146 |
|
|
2024
Q4 | $687K | Buy |
1,893
+845
| +81% | +$307K | 0.1% | 109 |
|
|
2024
Q3 | $410K | Buy |
1,048
+170
| +19% | +$66.5K | 0.07% | 144 |
|
|
2024
Q2 | $292K | Sell |
878
-6
| -0.7% | -$2K | 0.05% | 172 |
|
|
2024
Q1 | $324K | Buy |
884
+73
| +9% | +$26.7K | 0.06% | 143 |
|
|
2023
Q4 | $240K | Buy |
811
+1
| +0.1% | +$296 | 0.05% | 164 |
|
|
2023
Q3 | $221K | Buy |
+810
| New | +$221K | 0.06% | 151 |
|