Beaird Harris 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 | $274K | Buy |
707
+124
| +21% | +$48.1K | 0.02% | 119 |
|
|
2025
Q1 | $192K | Hold |
583
| – | – | 0.02% | 122 |
|
|
2024
Q4 | $211K | Buy |
583
+54
| +10% | +$19.6K | 0.02% | 127 |
|
|
2024
Q3 | $207K | Sell |
529
-54
| -9% | -$21.1K | 0.02% | 128 |
|
|
2024
Q2 | $194K | Hold |
583
| – | – | 0.02% | 123 |
|
|
2024
Q1 | $214K | Buy |
583
+21
| +4% | +$7.7K | 0.02% | 110 |
|
|
2023
Q4 | $166K | Buy |
562
+8
| +1% | +$2.37K | 0.02% | 115 |
|
|
2023
Q3 | $151K | Buy |
554
+54
| +11% | +$14.7K | 0.02% | 107 |
|
|
2023
Q2 | $123K | Hold |
500
| – | – | 0.01% | 125 |
|
|
2023
Q1 | $114K | Sell |
500
-31
| -6% | -$7.09K | 0.02% | 121 |
|
|
2022
Q4 | $127K | Buy |
531
+31
| +6% | +$7.43K | 0.02% | 116 |
|
|
2022
Q3 | $82K | Hold |
500
| – | – | 0.02% | 127 |
|
|
2022
Q2 | $89K | Buy |
500
+335
| +203% | +$59.6K | 0.02% | 103 |
|
|
2022
Q1 | $37K | Buy |
165
+13
| +9% | +$2.92K | 0.01% | 206 |
|
|
2021
Q4 | $31K | Buy |
+152
| New | +$31K | 0.01% | 281 |
|