Atria Wealth Solutions’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Sell |
14,695
-12,216
| -45% | -$4.77M | 0.13% | 187 |
|
|
2025
Q1 | $8.87M | Sell |
26,911
-6,743
| -20% | -$2.22M | 0.11% | 207 |
|
|
2024
Q4 | $12.2M | Sell |
33,654
-1,467
| -4% | -$532K | 0.13% | 161 |
|
|
2024
Q3 | $13.7M | Sell |
35,121
-2,920
| -8% | -$1.14M | 0.15% | 143 |
|
|
2024
Q2 | $12.7M | Sell |
38,041
-5,126
| -12% | -$1.71M | 0.14% | 151 |
|
|
2024
Q1 | $15.8M | Buy |
43,167
+4,452
| +11% | +$1.63M | 0.18% | 122 |
|
|
2023
Q4 | $11.4M | Sell |
38,715
-767
| -2% | -$227K | 0.14% | 150 |
|
|
2023
Q3 | $10.8M | Buy |
39,482
+1,391
| +4% | +$380K | 0.15% | 145 |
|
|
2023
Q2 | $9.37M | Buy |
38,091
+857
| +2% | +$211K | 0.13% | 162 |
|
|
2023
Q1 | $8.52M | Sell |
37,234
-1,456
| -4% | -$333K | 0.13% | 163 |
|
|
2022
Q4 | $9.27M | Buy |
38,690
+3,660
| +10% | +$877K | 0.15% | 150 |
|
|
2022
Q3 | $5.75M | Buy |
35,030
+14,824
| +73% | +$2.43M | 0.1% | 206 |
|
|
2022
Q2 | $3.61M | Sell |
20,206
-7,953
| -28% | -$1.42M | 0.07% | 285 |
|
|
2022
Q1 | $6.28M | Buy |
+28,159
| New | +$6.28M | 0.1% | 209 |
|