Barlow Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
836
| – | – | 0.04% | 96 |
|
|
2025
Q1 | $256K | Sell |
836
-21
| -2% | -$6.44K | 0.03% | 113 |
|
|
2024
Q4 | $321K | Buy |
857
+21
| +3% | +$7.87K | 0.04% | 102 |
|
|
2024
Q3 | $333K | Hold |
836
| – | – | 0.04% | 104 |
|
|
2024
Q2 | $281K | Hold |
836
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $306K | Hold |
836
| – | – | 0.04% | 109 |
|
|
2023
Q4 | $247K | Buy |
+836
| New | +$247K | 0.04% | 127 |
|