Avitas Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.46M | Buy |
9,539
+75
| +0.8% | +$27.2K | 0.48% | 51 |
|
|
2024
Q3 | $3.7M | Buy |
9,464
+156
| +2% | +$61K | 0.52% | 49 |
|
|
2024
Q2 | $3.1M | Buy |
9,308
+45
| +0.5% | +$15K | 0.45% | 57 |
|
|
2024
Q1 | $3.39M | Buy |
9,263
+140
| +2% | +$51.3K | 0.52% | 50 |
|
|
2023
Q4 | $2.7M | Buy |
9,123
+331
| +4% | +$97.9K | 0.45% | 56 |
|
|
2023
Q3 | $2.4M | Sell |
8,792
-19
| -0.2% | -$5.19K | 0.46% | 59 |
|
|
2023
Q2 | $2.17M | Buy |
8,811
+91
| +1% | +$22.4K | 0.39% | 72 |
|
|
2023
Q1 | $2M | Sell |
8,720
-17
| -0.2% | -$3.89K | 0.39% | 75 |
|
|
2022
Q4 | $2.09M | Buy |
8,737
+2,393
| +38% | +$573K | 0.44% | 70 |
|
|
2022
Q3 | $1.04M | Sell |
6,344
-9,427
| -60% | -$1.55M | 0.24% | 110 |
|
|
2022
Q2 | $2.82M | Buy |
15,771
+2,785
| +21% | +$498K | 0.62% | 48 |
|
|
2022
Q1 | $2.89M | Buy |
+12,986
| New | +$2.89M | 0.52% | 60 |
|