Baker Tilly 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 | $537K | Buy |
1,383
+138
| +11% | +$53.6K | 0.19% | 113 |
|
|
2025
Q1 | $411K | Sell |
1,245
-49
| -4% | -$16.2K | 0.16% | 140 |
|
|
2024
Q4 | $469K | Buy |
1,294
+206
| +19% | +$74.7K | 0.18% | 123 |
|
|
2024
Q3 | $426K | Sell |
1,088
-1,885
| -63% | -$737K | 0.19% | 130 |
|
|
2024
Q2 | $990K | Sell |
2,973
-1,431
| -32% | -$477K | 0.41% | 50 |
|
|
2024
Q1 | $1.61M | Sell |
4,404
-309
| -7% | -$113K | 0.29% | 80 |
|
|
2023
Q4 | $1.39M | Sell |
4,713
-182
| -4% | -$53.8K | 0.23% | 100 |
|
|
2023
Q3 | $1.34M | Sell |
4,895
-41
| -0.8% | -$11.2K | 0.22% | 97 |
|
|
2023
Q2 | $1.21M | Sell |
4,936
-32
| -0.6% | -$7.87K | 0.13% | 174 |
|
|
2023
Q1 | $1.14M | Buy |
4,968
+380
| +8% | +$87K | 0.13% | 178 |
|
|
2022
Q4 | $1.1M | Buy |
4,588
+438
| +11% | +$105K | 0.14% | 171 |
|
|
2022
Q3 | $681K | Sell |
4,150
-1,571
| -27% | -$258K | 0.09% | 233 |
|
|
2022
Q2 | $1.02M | Buy |
5,721
+19
| +0.3% | +$3.4K | 0.13% | 165 |
|
|
2022
Q1 | $1.27M | Sell |
5,702
-124
| -2% | -$27.6K | 0.14% | 150 |
|
|
2021
Q4 | $1.2M | Buy |
5,826
+1,778
| +44% | +$367K | 0.13% | 169 |
|
|
2021
Q3 | $777K | Sell |
4,048
-13
| -0.3% | -$2.5K | 0.1% | 210 |
|
|
2021
Q2 | $884K | Buy |
4,061
+422
| +12% | +$91.9K | 0.14% | 163 |
|
|
2021
Q1 | $844K | Buy |
3,639
+4
| +0.1% | +$928 | 0.17% | 143 |
|
|
2020
Q4 | $662K | Buy |
+3,635
| New | +$662K | 0.2% | 115 |
|