Axim Planning & 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 | $311K | Sell |
800
-16
| -2% | -$6.21K | 0.28% | 26 |
|
|
2025
Q1 | $269K | Buy |
816
+16
| +2% | +$5.28K | 0.24% | 24 |
|
|
2024
Q4 | $290K | Sell |
800
-16
| -2% | -$5.8K | 0.31% | 22 |
|
|
2024
Q3 | $319K | Buy |
816
+16
| +2% | +$6.26K | 0.36% | 19 |
|
|
2024
Q2 | $266K | Hold |
800
| – | – | 0.32% | 18 |
|
|
2024
Q1 | $293K | Hold |
800
| – | – | 0.24% | 15 |
|
|
2023
Q4 | $237K | Hold |
800
| – | – | 0.22% | 22 |
|
|
2023
Q3 | $218K | Buy |
+800
| New | +$218K | 0.19% | 24 |
|