Baron 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 | $504K | Sell |
1,297
-22
| -2% | -$8.54K | 0.18% | 79 |
|
|
2025
Q1 | $435K | Buy |
1,319
+126
| +11% | +$41.6K | 0.19% | 85 |
|
|
2024
Q4 | $433K | Buy |
1,193
+72
| +6% | +$26.1K | 0.2% | 76 |
|
|
2024
Q3 | $438K | Buy |
1,121
+19
| +2% | +$7.43K | 0.21% | 73 |
|
|
2024
Q2 | $367K | Buy |
1,102
+7
| +0.6% | +$2.33K | 0.19% | 84 |
|
|
2024
Q1 | $401K | Hold |
1,095
| – | – | 0.21% | 75 |
|
|
2023
Q4 | $324K | Buy |
1,095
+95
| +10% | +$28.1K | 0.18% | 95 |
|
|
2023
Q3 | $273K | Hold |
1,000
| – | – | 0.17% | 103 |
|
|
2023
Q2 | $246K | Hold |
1,000
| – | – | 0.16% | 113 |
|
|
2023
Q1 | $229K | Hold |
1,000
| – | – | 0.16% | 112 |
|
|
2022
Q4 | $240K | Buy |
+1,000
| New | +$240K | 0.18% | 102 |
|