Atlantic Private 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 | $83.4K | Buy |
215
+1
| +0.5% | +$388 | 0.06% | 80 |
|
|
2025
Q1 | $70.5K | Buy |
214
+1
| +0.5% | +$330 | 0.05% | 96 |
|
|
2024
Q4 | $77.3K | Buy |
213
+1
| +0.5% | +$363 | 0.06% | 72 |
|
|
2024
Q3 | $83K | Buy |
212
+1
| +0.5% | +$392 | 0.06% | 64 |
|
|
2024
Q2 | $70.4K | Hold |
211
| – | – | 0.06% | 57 |
|
|
2024
Q1 | $77.2K | Buy |
211
+1
| +0.5% | +$366 | 0.06% | 56 |
|
|
2023
Q4 | $62K | Buy |
210
+1
| +0.5% | +$295 | 0.06% | 61 |
|
|
2023
Q3 | $57K | Buy |
209
+1
| +0.5% | +$273 | 0.06% | 53 |
|
|
2023
Q2 | $51.1K | Buy |
208
+1
| +0.5% | +$246 | 0.05% | 57 |
|
|
2023
Q1 | $47.3K | Buy |
+207
| New | +$47.3K | 0.05% | 48 |
|