Aviso 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 | $1.07M | Buy |
2,769
+153
| +6% | +$59.4K | 0.5% | 51 |
|
|
2025
Q1 | $863K | Buy |
2,616
+579
| +28% | +$191K | 0.46% | 59 |
|
|
2024
Q4 | $739K | Buy |
2,037
+3
| +0.1% | +$1.09K | 0.38% | 70 |
|
|
2024
Q3 | $795K | Buy |
2,034
+1,080
| +113% | +$422K | 0.43% | 65 |
|
|
2024
Q2 | $318K | Buy |
954
+124
| +15% | +$41.3K | 0.19% | 108 |
|
|
2024
Q1 | $304K | Buy |
830
+124
| +18% | +$45.5K | 0.19% | 111 |
|
|
2023
Q4 | $209K | Buy |
+706
| New | +$209K | 0.15% | 137 |
|