Avion 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 | $121K | Sell |
314
-177
| -36% | -$68.2K | 0.03% | 129 |
|
|
2025
Q1 | $177K | Hold |
491
| – | – | 0.05% | 90 |
|
|
2024
Q4 | $177K | Buy |
491
+203
| +70% | +$73.2K | 0.05% | 89 |
|
|
2024
Q3 | $112K | Buy |
288
+5
| +2% | +$1.94K | 0.03% | 113 |
|
|
2024
Q2 | $94K | Buy |
283
+9
| +3% | +$2.99K | 0.03% | 120 |
|
|
2024
Q1 | $101K | Buy |
274
+2
| +0.7% | +$737 | 0.03% | 118 |
|
|
2023
Q4 | $80K | Sell |
272
-9
| -3% | -$2.65K | 0.02% | 125 |
|
|
2023
Q3 | $76K | Buy |
281
+13
| +5% | +$3.52K | 0.02% | 123 |
|
|
2023
Q2 | $64K | Buy |
268
+21
| +9% | +$5.02K | 0.02% | 142 |
|
|
2023
Q1 | $59K | Buy |
247
+1
| +0.4% | +$239 | 0.02% | 137 |
|
|
2022
Q4 | $40K | Hold |
246
| – | – | 0.01% | 155 |
|
|
2022
Q3 | $40K | Sell |
246
-25
| -9% | -$4.07K | 0.01% | 156 |
|
|
2022
Q2 | $48K | Buy |
271
+25
| +10% | +$4.43K | 0.01% | 146 |
|
|
2022
Q1 | $55K | Hold |
246
| – | – | 0.02% | 121 |
|
|
2021
Q4 | $51K | Hold |
246
| – | – | 0.01% | 125 |
|
|
2021
Q3 | $47K | Hold |
246
| – | – | 0.01% | 128 |
|
|
2021
Q2 | $53K | Hold |
246
| – | – | 0.02% | 125 |
|
|
2021
Q1 | $57K | Sell |
246
-220
| -47% | -$51K | 0.02% | 115 |
|
|
2020
Q4 | $85K | Hold |
466
| – | – | 0.03% | 88 |
|
|
2020
Q3 | $69K | Buy |
466
+220
| +89% | +$32.6K | 0.02% | 77 |
|
|
2020
Q2 | $31K | Sell |
246
-300
| -55% | -$37.8K | 0.01% | 112 |
|
|
2020
Q1 | $63K | Buy |
+546
| New | +$63K | 0.03% | 70 |
|