Austin 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 | $856K | Buy |
2,205
+81
| +4% | +$31.4K | 0.07% | 121 |
|
|
2025
Q1 | $700K | Buy |
2,124
+185
| +10% | +$61K | 0.06% | 126 |
|
|
2024
Q4 | $703K | Buy |
1,939
+634
| +49% | +$230K | 0.07% | 118 |
|
|
2024
Q3 | $510K | Buy |
1,305
+24
| +2% | +$9.39K | 0.05% | 125 |
|
|
2024
Q2 | $427K | Sell |
1,281
-234
| -15% | -$77.9K | 0.05% | 134 |
|
|
2024
Q1 | $569K | Buy |
1,515
+42
| +3% | +$15.8K | 0.07% | 111 |
|
|
2023
Q4 | $435K | Buy |
1,473
+305
| +26% | +$90.2K | 0.06% | 118 |
|
|
2023
Q3 | $319K | Sell |
1,168
-9
| -0.8% | -$2.46K | 0.05% | 121 |
|
|
2023
Q2 | $290K | Buy |
1,177
+206
| +21% | +$50.7K | 0.04% | 126 |
|
|
2023
Q1 | $222K | Buy |
+971
| New | +$222K | 0.04% | 136 |
|
|
2022
Q1 | – | Sell |
-738
| Closed | -$152K | – | 135 |
|
|
2021
Q4 | $152K | Buy |
+738
| New | +$152K | 0.03% | 132 |
|